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 | $263,642 | $157,276+67.6% | $141,177+86.7% | $152,885+72.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.88% | 64.33%-43.5pp | 71.40%-50.5pp | 345.39%-324.5pp |
| Employer contribution / active EE | $3,050 | $5,262-42.0% | $4,736-35.6% | $4,763-36.0% |
| Participant deferral / active EE | $4,196 | $7,110-41.0% | $6,710-37.5% | $5,851-28.3% |
| Admin fee / account holder | $2,397 | $12,123-80.2% | $10,263-76.6% | $11,598-79.3% |