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 | $362,164 | $156,616+131.2% | $133,346+171.6% | $198,609+82.4% |
| Participation rate | 69.2% | 77.7%-8.5pp | 72.8%-3.6pp | 82.4%-13.1pp |
| Annual return | 14.93% | 44.25%-29.3pp | 36.85%-21.9pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,443 | $3,368-57.2% | $2,853-49.4% | $5,055-71.5% |
| Participant deferral / active EE | $5,256 | $4,920+6.8% | $4,332+21.3% | $6,977-24.7% |
| Admin fee / account holder | $1,110 | $17,468-93.6% | $14,264-92.2% | $19,030-94.2% |