Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $301,552 | $114,119+164.2% | $107,187+181.3% | $138,895+117.1% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.0%-18.5pp | 79.9%-23.4pp |
| Annual return | 17.84% | 273.21%-255.4pp | 204.55%-186.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,456 | $4,059-64.1% | $3,782-61.5% | $4,194-65.3% |
| Participant deferral / active EE | $8,091 | $5,538+46.1% | $5,096+58.8% | $6,396+26.5% |
| Admin fee / account holder | $2,771 | $10,024-72.4% | $9,162-69.8% | $12,562-77.9% |