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 | $293,222 | $183,516+59.8% | $155,534+88.5% | $145,884+101.0% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 10.59% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $4,108 | $5,315-22.7% | $4,675-12.1% | $4,662-11.9% |
| Participant deferral / active EE | $2,346 | $6,467-63.7% | $5,630-58.3% | $6,690-64.9% |
| Admin fee / account holder | $1,092 | $19,293-94.3% | $15,900-93.1% | $13,392-91.8% |