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 | $419,612 | $124,425+237.2% | $112,040+274.5% | $137,256+205.7% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 17.16% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,040 | $3,411-40.2% | $2,954-30.9% | $4,156-50.9% |
| Participant deferral / active EE | $11,652 | $5,718+103.8% | $5,098+128.6% | $6,407+81.9% |
| Admin fee / account holder | $1,868 | $15,207-87.7% | $12,098-84.6% | $12,270-84.8% |