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 | $421,501 | $275,752+52.9% | $256,809+64.1% | $198,609+112.2% |
| Participation rate | 63.6% | 89.2%-25.5pp | 88.5%-24.9pp | 82.4%-18.7pp |
| Annual return | 14.89% | 34.81%-19.9pp | 32.73%-17.8pp | 202.70%-187.8pp |
| Employer contribution / active EE | $3,416 | $7,721-55.8% | $7,263-53.0% | $5,055-32.4% |
| Participant deferral / active EE | $7,933 | $10,037-21.0% | $9,520-16.7% | $6,977+13.7% |
| Admin fee / account holder | $1,493 | $25,716-94.2% | $25,146-94.1% | $19,030-92.2% |