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 | $462,240 | $183,539+151.8% | $155,556+197.2% | $145,897+216.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.52% | 61.31%-45.8pp | 64.84%-49.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,532 | $5,315-52.4% | $4,675-45.8% | $4,663-45.7% |
| Participant deferral / active EE | $5,617 | $6,467-13.1% | $5,631-0.3% | $6,689-16.0% |
| Admin fee / account holder | $1,604 | $19,275-91.7% | $15,885-89.9% | $13,390-88.0% |