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 | $289,211+15.8% | $260,467+28.6% | $198,609+68.7% |
| Participation rate | 44.4% | 83.1%-38.7pp | 80.5%-36.0pp | 82.4%-37.9pp |
| Annual return | 14.52% | 112.90%-98.4pp | 100.60%-86.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $2,751 | $4,663-41.0% | $4,239-35.1% | $5,055-45.6% |
| Participant deferral / active EE | $4,558 | $6,812-33.1% | $6,319-27.9% | $6,977-34.7% |
| Admin fee / account holder | $1,857 | $16,236-88.6% | $15,461-88.0% | $19,030-90.2% |