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 | $487,288 | $110,278+341.9% | $95,740+409.0% | $139,466+249.4% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 10.87% | 27.19%-16.3pp | 28.41%-17.5pp | 373.66%-362.8pp |
| Employer contribution / active EE | $1,606 | $3,260-50.8% | $2,836-43.4% | $4,754-66.2% |
| Participant deferral / active EE | $20,000 | $4,674+327.9% | $4,244+371.3% | $6,712+198.0% |
| Admin fee / account holder | $4,047 | $6,613-38.8% | $5,676-28.7% | $11,409-64.5% |