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 | $432,386 | $114,119+278.9% | $107,187+303.4% | $138,895+211.3% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 14.25% | 273.21%-259.0pp | 204.55%-190.3pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,145 | $4,059-47.1% | $3,782-43.3% | $4,194-48.9% |
| Participant deferral / active EE | $14,928 | $5,538+169.6% | $5,096+192.9% | $6,396+133.4% |
| Admin fee / account holder | $1,904 | $10,024-81.0% | $9,162-79.2% | $12,562-84.8% |