Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $286,770 | $100,073+186.6% | $85,126+236.9% | $145,877+96.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.89% | 84.11%-74.2pp | 66.63%-56.7pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,792 | $3,236-44.6% | $2,731-34.4% | $4,663-61.6% |
| Participant deferral / active EE | $1,792 | $5,294-66.2% | $4,523-60.4% | $6,691-73.2% |
| Admin fee / account holder | $2,887 | $7,261-60.2% | $6,160-53.1% | $13,402-78.5% |