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 | $380,776 | $110,410+244.9% | $102,437+271.7% | $145,897+161.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.80% | 24.85%-9.1pp | 24.95%-9.2pp | 552.29%-536.5pp |
| Employer contribution / active EE | $5,358 | $4,217+27.0% | $3,871+38.4% | $4,663+14.9% |
| Participant deferral / active EE | $9,128 | $5,622+62.4% | $5,060+80.4% | $6,689+36.5% |
| Admin fee / account holder | $9,110 | $9,745-6.5% | $8,388+8.6% | $13,390-32.0% |