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 | $509,543 | $162,136+214.3% | $152,301+234.6% | $154,746+229.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.47% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $3,067 | $4,890-37.3% | $4,624-33.7% | $4,379-30.0% |
| Participant deferral / active EE | $9,328 | $8,341+11.8% | $8,004+16.5% | $6,730+38.6% |
| Admin fee / account holder | $37,816 | $15,759+140.0% | $14,398+162.7% | $14,365+163.2% |