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 | $250,932 | $157,304+59.5% | $141,197+77.7% | $152,909+64.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.66% | 64.34%-45.7pp | 71.41%-52.7pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,084 | $5,263-60.4% | $4,736-56.0% | $4,764-56.2% |
| Participant deferral / active EE | $7,662 | $7,111+7.7% | $6,710+14.2% | $5,851+30.9% |
| Admin fee / account holder | $7,910 | $12,126-34.8% | $10,265-22.9% | $11,601-31.8% |