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 | $388,321 | $178,174+117.9% | $156,181+148.6% | $137,256+182.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 15.89% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,267 | $4,972-34.3% | $4,294-23.9% | $4,156-21.4% |
| Participant deferral / active EE | $14,250 | $6,888+106.9% | $6,132+132.4% | $6,407+122.4% |
| Admin fee / account holder | $1,486 | $17,404-91.5% | $14,586-89.8% | $12,270-87.9% |