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 | $324,994 | $183,539+77.1% | $155,556+108.9% | $145,897+122.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.98% | 61.31%-50.3pp | 64.84%-53.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,145 | $5,315-40.8% | $4,675-32.7% | $4,663-32.5% |
| Participant deferral / active EE | $10,830 | $6,467+67.5% | $5,631+92.3% | $6,689+61.9% |
| Admin fee / account holder | $7,752 | $19,275-59.8% | $15,885-51.2% | $13,390-42.1% |