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 | $266,652 | $106,918+149.4% | $84,021+217.4% | $152,897+74.4% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | 16.15% | 105.01%-88.9pp | 71.32%-55.2pp | 345.43%-329.3pp |
| Employer contribution / active EE | $2,058 | $2,735-24.7% | $1,984+3.8% | $4,764-56.8% |
| Participant deferral / active EE | $5,614 | $4,012+39.9% | $3,239+73.3% | $5,851-4.0% |
| Admin fee / account holder | $8,115 | $8,288-2.1% | $6,102+33.0% | $11,599-30.0% |