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 | $766,020 | $254,759+200.7% | $216,567+253.7% | $198,609+285.7% |
| Participation rate | 57.1% | 84.5%-27.4pp | 81.6%-24.5pp | 82.4%-25.2pp |
| Annual return | 18.24% | 10.04%+8.2pp | 12.94%+5.3pp | 202.70%-184.5pp |
| Employer contribution / active EE | $3,803 | $6,096-37.6% | $5,216-27.1% | $5,055-24.8% |
| Participant deferral / active EE | $7,817 | $6,948+12.5% | $6,191+26.3% | $6,977+12.0% |
| Admin fee / account holder | $154,520 | $26,311+487.3% | $21,981+603.0% | $19,030+712.0% |