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 | $282,995 | $101,618+178.5% | $93,063+204.1% | $137,256+106.2% |
| Participation rate | 18.2% | 74.9%-56.8pp | 72.1%-53.9pp | 80.0%-61.8pp |
| Annual return | 18.39% | 223.95%-205.6pp | 34.15%-15.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $255 | $2,707-90.6% | $2,476-89.7% | $4,156-93.9% |
| Participant deferral / active EE | $4,727 | $4,279+10.5% | $3,958+19.4% | $6,407-26.2% |
| Admin fee / account holder | $1,091 | $6,198-82.4% | $6,033-81.9% | $12,270-91.1% |