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 | $293,700 | $111,878+162.5% | $93,727+213.4% | $145,897+101.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 13.01% | 204.28%-191.3pp | 133.83%-120.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $842 | $3,092-72.8% | $2,421-65.2% | $4,663-81.9% |
| Participant deferral / active EE | $2,917 | $4,920-40.7% | $4,417-34.0% | $6,689-56.4% |
| Admin fee / account holder | $14,453 | $10,256+40.9% | $8,292+74.3% | $13,390+7.9% |