Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $268,611 | $124,980+114.9% | $108,359+147.9% | $154,746+73.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 21.63% | 45.00%-23.4pp | 36.89%-15.3pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,473 | $2,851-48.3% | $2,399-38.6% | $4,379-66.4% |
| Participant deferral / active EE | $6,628 | $4,743+39.7% | $4,137+60.2% | $6,730-1.5% |
| Admin fee / account holder | $26,995 | $11,502+134.7% | $9,741+177.1% | $14,365+87.9% |