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 | $458,957 | $162,136+183.1% | $152,301+201.3% | $154,746+196.6% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 16.76% | 91.02%-74.3pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,985 | $4,890-39.0% | $4,624-35.4% | $4,379-31.8% |
| Participant deferral / active EE | $15,407 | $8,341+84.7% | $8,004+92.5% | $6,730+128.9% |
| Admin fee / account holder | $19,282 | $15,759+22.4% | $14,398+33.9% | $14,365+34.2% |