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 | $301,045 | $152,612+97.3% | $125,192+140.5% | $152,897+96.9% |
| Participation rate | 41.7% | 83.3%-41.7pp | 79.8%-38.1pp | 82.5%-40.8pp |
| Annual return | 21.15% | 54.85%-33.7pp | 43.79%-22.6pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,473 | $4,947-70.2% | $3,866-61.9% | $4,764-69.1% |
| Participant deferral / active EE | $5,750 | $5,868-2.0% | $4,937+16.5% | $5,851-1.7% |
| Admin fee / account holder | $2,574 | $13,437-80.8% | $9,704-73.5% | $11,599-77.8% |