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 | $477,704 | $183,627+160.1% | $155,602+207.0% | $145,978+227.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.28% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $1,129 | $5,316-78.8% | $4,675-75.9% | $4,662-75.8% |
| Participant deferral / active EE | $10,214 | $6,466+58.0% | $5,629+81.5% | $6,690+52.7% |
| Admin fee / account holder | $3,698 | $19,327-80.9% | $15,923-76.8% | $13,400-72.4% |