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 | $392,604 | $196,972+99.3% | $182,262+115.4% | $198,609+97.7% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 16.01% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,942 | $5,364-45.1% | $5,046-41.7% | $5,055-41.8% |
| Participant deferral / active EE | $8,692 | $8,643+0.6% | $8,276+5.0% | $6,977+24.6% |
| Admin fee / account holder | $2,346 | $18,429-87.3% | $16,712-86.0% | $19,030-87.7% |