Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $335,569 | $183,516+82.9% | $155,534+115.8% | $145,884+130.0% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 11.18% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,255 | $5,315-76.4% | $4,675-73.2% | $4,662-73.1% |
| Participant deferral / active EE | $4,370 | $6,467-32.4% | $5,630-22.4% | $6,690-34.7% |
| Admin fee / account holder | $3,853 | $19,293-80.0% | $15,900-75.8% | $13,392-71.2% |