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 | $338,372 | $183,516+84.4% | $155,534+117.6% | $145,884+131.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.57% | 61.43%-46.9pp | 64.92%-50.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,084 | $5,315-79.6% | $4,675-76.8% | $4,662-76.7% |
| Participant deferral / active EE | $7,372 | $6,467+14.0% | $5,630+30.9% | $6,690+10.2% |
| Admin fee / account holder | $2,409 | $19,293-87.5% | $15,900-84.8% | $13,392-82.0% |