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 | $326,922 | $114,119+186.5% | $107,187+205.0% | $138,895+135.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 20.38% | 273.21%-252.8pp | 204.55%-184.2pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,833 | $4,059-54.8% | $3,782-51.5% | $4,194-56.3% |
| Participant deferral / active EE | $11,750 | $5,538+112.2% | $5,096+130.6% | $6,396+83.7% |
| Admin fee / account holder | $2,522 | $10,024-74.8% | $9,162-72.5% | $12,562-79.9% |