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 | $325,840 | $183,539+77.5% | $155,556+109.5% | $145,897+123.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 18.22% | 61.31%-43.1pp | 64.84%-46.6pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,036 | $5,315-61.7% | $4,675-56.5% | $4,663-56.3% |
| Participant deferral / active EE | $4,444 | $6,467-31.3% | $5,631-21.1% | $6,689-33.6% |
| Admin fee / account holder | $2,265 | $19,275-88.3% | $15,885-85.7% | $13,390-83.1% |