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 | $380,022 | $114,119+233.0% | $107,187+254.5% | $138,895+173.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 11.39% | 273.21%-261.8pp | 204.55%-193.2pp | 145.39%-134.0pp |
| Employer contribution / active EE | $4,093 | $4,059+0.9% | $3,782+8.2% | $4,194-2.4% |
| Participant deferral / active EE | $20,667 | $5,538+273.2% | $5,096+305.5% | $6,396+223.1% |
| Admin fee / account holder | $3,752 | $10,024-62.6% | $9,162-59.0% | $12,562-70.1% |