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 | $434,908 | $177,353+145.2% | $158,226+174.9% | $198,609+119.0% |
| Participation rate | 40.9% | 77.0%-36.1pp | 74.8%-33.9pp | 82.4%-41.5pp |
| Annual return | 16.01% | 599.50%-583.5pp | 501.41%-485.4pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,486 | $3,239-23.2% | $2,986-16.7% | $5,055-50.8% |
| Participant deferral / active EE | $5,530 | $4,615+19.8% | $4,317+28.1% | $6,977-20.7% |
| Admin fee / account holder | $12,883 | $10,960+17.5% | $10,217+26.1% | $19,030-32.3% |