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 | $580,097 | $156,398+270.9% | $147,318+293.8% | $138,895+317.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.11% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $18,378 | $4,853+278.7% | $4,593+300.1% | $4,194+338.2% |
| Participant deferral / active EE | $6,828 | $8,237-17.1% | $7,906-13.6% | $6,396+6.8% |
| Admin fee / account holder | $87,175 | $14,976+482.1% | $13,708+536.0% | $12,562+593.9% |