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 | $389,339 | $157,276+147.6% | $141,177+175.8% | $152,885+154.7% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 22.54% | 64.33%-41.8pp | 71.40%-48.9pp | 345.39%-322.9pp |
| Employer contribution / active EE | $2,527 | $5,262-52.0% | $4,736-46.6% | $4,763-46.9% |
| Participant deferral / active EE | $4,109 | $7,110-42.2% | $6,710-38.8% | $5,851-29.8% |
| Admin fee / account holder | $2,249 | $12,123-81.4% | $10,263-78.1% | $11,598-80.6% |