Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $252,191 | $183,627+37.3% | $155,602+62.1% | $145,978+72.8% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 12.78% | 61.32%-48.5pp | 64.81%-52.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,801 | $5,316-66.1% | $4,675-61.5% | $4,662-61.4% |
| Participant deferral / active EE | $7,556 | $6,466+16.9% | $5,629+34.2% | $6,690+13.0% |
| Admin fee / account holder | $1,405 | $19,327-92.7% | $15,923-91.2% | $13,400-89.5% |