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 | $574,592 | $174,379+229.5% | $152,093+277.8% | $138,895+313.7% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 18.57% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $3,714 | $4,652-20.2% | $4,175-11.0% | $4,194-11.5% |
| Participant deferral / active EE | $7,322 | $6,159+18.9% | $5,451+34.3% | $6,396+14.5% |
| Admin fee / account holder | $5,405 | $16,880-68.0% | $14,497-62.7% | $12,562-57.0% |