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 | $335,038 | $208,088+61.0% | $186,193+79.9% | $154,746+116.5% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.1%-32.7pp | 80.7%-36.3pp |
| Annual return | 14.52% | 89.97%-75.5pp | 78.03%-63.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,751 | $4,340-36.6% | $3,918-29.8% | $4,379-37.2% |
| Participant deferral / active EE | $4,558 | $7,078-35.6% | $6,513-30.0% | $6,730-32.3% |
| Admin fee / account holder | $1,857 | $11,698-84.1% | $11,058-83.2% | $14,365-87.1% |