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 | $495,951 | $162,136+205.9% | $152,301+225.6% | $154,746+220.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.87% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,640 | $4,890-46.0% | $4,624-42.9% | $4,379-39.7% |
| Participant deferral / active EE | $4,414 | $8,341-47.1% | $8,004-44.9% | $6,730-34.4% |
| Admin fee / account holder | $7,049 | $15,759-55.3% | $14,398-51.0% | $14,365-50.9% |