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 | $418,999 | $132,634+215.9% | $115,768+261.9% | $137,256+205.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 17.37% | 160.70%-143.3pp | 100.46%-83.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,968 | $3,360-11.7% | $2,940+0.9% | $4,156-28.6% |
| Participant deferral / active EE | $18,550 | $5,619+230.2% | $4,917+277.3% | $6,407+189.5% |
| Admin fee / account holder | $74,279 | $15,028+394.3% | $12,439+497.1% | $12,270+505.4% |