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 | $299,180 | $162,136+84.5% | $152,301+96.4% | $154,746+93.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 12.46% | 91.02%-78.6pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,135 | $4,890-76.8% | $4,624-75.5% | $4,379-74.1% |
| Participant deferral / active EE | $15,579 | $8,341+86.8% | $8,004+94.6% | $6,730+131.5% |
| Admin fee / account holder | $4,074 | $15,759-74.1% | $14,398-71.7% | $14,365-71.6% |