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 | $495,684 | $183,592+170.0% | $155,567+218.6% | $145,959+239.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 16.89% | 61.24%-44.3pp | 64.74%-47.8pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,888 | $5,315-64.5% | $4,674-59.6% | $4,661-59.5% |
| Participant deferral / active EE | $10,526 | $6,464+62.8% | $5,628+87.0% | $6,689+57.4% |
| Admin fee / account holder | $6,769 | $19,318-65.0% | $15,916-57.5% | $13,398-49.5% |