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 | $147,556+230.0% | $129,031+277.4% | $198,609+145.2% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 18.19% | 37.41%-19.2pp | 34.67%-16.5pp | 202.70%-184.5pp |
| Employer contribution / active EE | $15,900 | $3,645+336.2% | $3,226+392.9% | $5,055+214.5% |
| Participant deferral / active EE | $14,249 | $5,760+147.4% | $5,217+173.1% | $6,977+104.2% |
| Admin fee / account holder | $2,956 | $15,467-80.9% | $13,208-77.6% | $19,030-84.5% |