Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $288,242 | $69,118+317.0% | $53,647+437.3% | $138,895+107.5% |
| Participation rate | 15.4% | 64.0%-48.6pp | 56.3%-40.9pp | 79.9%-64.5pp |
| Annual return | 17.17% | 248.26%-231.1pp | 358.33%-341.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $556 | $1,189-53.3% | $962-42.3% | $4,194-86.8% |
| Participant deferral / active EE | $4,791 | $2,274+110.7% | $1,813+164.2% | $6,396-25.1% |
| Admin fee / account holder | $2,325 | $2,724-14.7% | $2,460-5.5% | $12,562-81.5% |