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 | $272,457 | $175,257+55.5% | $149,717+82.0% | $139,456+95.4% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 14.23% | 166.70%-152.5pp | 134.41%-120.2pp | 373.45%-359.2pp |
| Employer contribution / active EE | $1,532 | $5,477-72.0% | $4,820-68.2% | $4,753-67.8% |
| Participant deferral / active EE | $7,386 | $6,521+13.3% | $5,682+30.0% | $6,711+10.1% |
| Admin fee / account holder | $7,689 | $16,156-52.4% | $13,213-41.8% | $11,407-32.6% |