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 | $416,961 | $116,203+258.8% | $93,621+345.4% | $152,909+172.7% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.8%-40.8pp | 82.5%-47.5pp |
| Annual return | 17.39% | 35.96%-18.6pp | 32.76%-15.4pp | 345.46%-328.1pp |
| Employer contribution / active EE | $1,220 | $3,219-62.1% | $2,719-55.1% | $4,764-74.4% |
| Participant deferral / active EE | $4,821 | $4,605+4.7% | $4,070+18.5% | $5,851-17.6% |
| Admin fee / account holder | $15,469 | $10,751+43.9% | $7,890+96.1% | $11,601+33.3% |