Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,055 | $201,372+32.1% | $184,260+44.4% | $145,884+82.4% |
| Participation rate | 68.4% | 87.5%-19.1pp | 86.8%-18.4pp | 80.3%-11.9pp |
| Annual return | 12.49% | 29.04%-16.5pp | 28.84%-16.3pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,403 | $7,024-65.8% | $6,427-62.6% | $4,662-48.5% |
| Participant deferral / active EE | $8,612 | $9,808-12.2% | $9,133-5.7% | $6,690+28.7% |
| Admin fee / account holder | $17,654 | $16,362+7.9% | $13,898+27.0% | $13,392+31.8% |