Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $486,908 | $97,125+401.3% | $86,233+464.6% | $137,256+254.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 18.19% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $15,900 | $2,841+459.6% | $2,504+534.9% | $4,156+282.6% |
| Participant deferral / active EE | $14,249 | $5,180+175.1% | $4,559+212.5% | $6,407+122.4% |
| Admin fee / account holder | $2,956 | $9,725-69.6% | $8,342-64.6% | $12,270-75.9% |