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 | $281,168 | $134,817+108.6% | $123,973+126.8% | $155,188+81.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 9.95% | 515.49%-505.5pp | 388.13%-378.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $2,087 | $4,425-52.8% | $4,126-49.4% | $4,248-50.9% |
| Participant deferral / active EE | $3,788 | $5,706-33.6% | $5,247-27.8% | $6,531-42.0% |
| Admin fee / account holder | $14,539 | $13,245+9.8% | $11,799+23.2% | $14,480+0.4% |