Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $254,909 | $108,882+134.1% | $96,754+163.5% | $154,746+64.7% |
| Participation rate | 37.5% | 75.1%-37.6pp | 70.3%-32.8pp | 80.7%-43.2pp |
| Annual return | 13.09% | 98.39%-85.3pp | 82.04%-68.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,907 | $3,018-3.7% | $2,679+8.5% | $4,379-33.6% |
| Participant deferral / active EE | $2,337 | $5,323-56.1% | $4,758-50.9% | $6,730-65.3% |
| Admin fee / account holder | $16,786 | $10,200+64.6% | $8,905+88.5% | $14,365+16.9% |