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 | $277,538 | $107,353+158.5% | $92,903+198.7% | $152,885+81.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 26.37% | 145.62%-119.2pp | 109.43%-83.1pp | 345.39%-319.0pp |
| Employer contribution / active EE | $2,765 | $4,222-34.5% | $3,653-24.3% | $4,763-41.9% |
| Participant deferral / active EE | $17,133 | $4,848+253.4% | $4,238+304.3% | $5,851+192.8% |
| Admin fee / account holder | $458 | $7,081-93.5% | $5,795-92.1% | $11,598-96.0% |