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 | $418,884 | $174,379+140.2% | $152,093+175.4% | $138,895+201.6% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 13.99% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,438 | $4,652-47.6% | $4,175-41.6% | $4,194-41.9% |
| Participant deferral / active EE | $6,906 | $6,159+12.1% | $5,451+26.7% | $6,396+8.0% |
| Admin fee / account holder | $1,833 | $16,880-89.1% | $14,497-87.4% | $12,562-85.4% |