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 | $255,085 | $99,995+155.1% | $85,063+199.9% | $145,978+74.7% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 10.91% | 83.99%-73.1pp | 66.54%-55.6pp | 550.52%-539.6pp |
| Employer contribution / active EE | $2,102 | $3,231-35.0% | $2,727-22.9% | $4,662-54.9% |
| Participant deferral / active EE | $8,433 | $5,295+59.3% | $4,523+86.5% | $6,690+26.1% |
| Admin fee / account holder | $6,674 | $7,255-8.0% | $6,155+8.4% | $13,400-50.2% |