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 | $603,837 | $212,386+184.3% | $199,883+202.1% | $138,895+334.7% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 20.52% | 47.75%-27.2pp | 43.81%-23.3pp | 145.39%-124.9pp |
| Employer contribution / active EE | $4,643 | $6,625-29.9% | $6,261-25.8% | $4,194+10.7% |
| Participant deferral / active EE | $6,238 | $9,617-35.1% | $9,138-31.7% | $6,396-2.5% |
| Admin fee / account holder | $846 | $18,233-95.4% | $17,268-95.1% | $12,562-93.3% |