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 | $485,672 | $181,062+168.2% | $158,223+207.0% | $155,188+213.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 16.31% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,943 | $4,565-57.4% | $4,109-52.7% | $4,248-54.3% |
| Participant deferral / active EE | $7,386 | $6,134+20.4% | $5,467+35.1% | $6,531+13.1% |
| Admin fee / account holder | $8,014 | $18,825-57.4% | $16,047-50.1% | $14,480-44.7% |