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 | $477,436 | $183,539+160.1% | $155,556+206.9% | $145,897+227.2% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 19.43% | 61.31%-41.9pp | 64.84%-45.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $1,125 | $5,315-78.8% | $4,675-75.9% | $4,663-75.9% |
| Participant deferral / active EE | $7,650 | $6,467+18.3% | $5,631+35.9% | $6,689+14.4% |
| Admin fee / account holder | $3,009 | $19,275-84.4% | $15,885-81.1% | $13,390-77.5% |