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 | $293,789 | $227,399+29.2% | $189,758+54.8% | $198,609+47.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 17.78% | 61.03%-43.3pp | 52.62%-34.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,075 | $5,526-62.5% | $4,767-56.5% | $5,055-59.0% |
| Participant deferral / active EE | $4,750 | $6,837-30.5% | $5,856-18.9% | $6,977-31.9% |
| Admin fee / account holder | $3,135 | $25,162-87.5% | $20,388-84.6% | $19,030-83.5% |