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 | $285,797 | $156,398+82.7% | $147,318+94.0% | $138,895+105.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.80% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,852 | $4,853-41.2% | $4,593-37.9% | $4,194-32.0% |
| Participant deferral / active EE | $4,238 | $8,237-48.6% | $7,906-46.4% | $6,396-33.7% |
| Admin fee / account holder | $5,950 | $14,976-60.3% | $13,708-56.6% | $12,562-52.6% |