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 | $383,137 | $185,312+106.8% | $161,489+137.3% | $154,746+147.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.24% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,589 | $4,769-24.7% | $4,268-15.9% | $4,379-18.0% |
| Participant deferral / active EE | $10,333 | $6,350+62.7% | $5,630+83.5% | $6,730+53.5% |
| Admin fee / account holder | $3,453 | $18,654-81.5% | $16,006-78.4% | $14,365-76.0% |