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 | $257,877 | $132,634+94.4% | $115,768+122.8% | $137,256+87.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 14.63% | 160.70%-146.1pp | 100.46%-85.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,273 | $3,360-62.1% | $2,940-56.7% | $4,156-69.4% |
| Participant deferral / active EE | $5,096 | $5,619-9.3% | $4,917+3.7% | $6,407-20.5% |
| Admin fee / account holder | $3,048 | $15,028-79.7% | $12,439-75.5% | $12,270-75.2% |