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 | $271,795 | $49,976+443.8% | $66,674+307.6% | $82,637+228.9% |
| Participation rate | 68.0% | 63.1%+4.9pp | 73.7%-5.7pp | 68.1%-0.1pp |
| Annual return | 16.30% | 39.09%-22.8pp | 321.24%-304.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,041 | $1,988+2.6% | $2,620-22.1% | $2,552-20.0% |
| Participant deferral / active EE | $6,694 | $2,847+135.2% | $4,084+63.9% | $4,126+62.2% |
| Admin fee / account holder | $32,997 | $4,594+618.3% | $5,098+547.2% | $7,339+349.6% |