Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $280,188 | $70,366+298.2% | $66,674+320.2% | $138,895+101.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 15.58% | 386.41%-370.8pp | 321.24%-305.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $957 | $2,765-65.4% | $2,620-63.5% | $4,194-77.2% |
| Participant deferral / active EE | $8,470 | $4,374+93.6% | $4,084+107.4% | $6,396+32.4% |
| Admin fee / account holder | $3,944 | $5,262-25.1% | $5,098-22.6% | $12,562-68.6% |