Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $503,824 | $117,846+327.5% | $102,434+391.9% | $145,884+245.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 42.81% | 31.90%+10.9pp | 29.46%+13.3pp | 551.85%-509.0pp |
| Employer contribution / active EE | $9,673 | $3,615+167.6% | $3,023+220.0% | $4,662+107.5% |
| Participant deferral / active EE | $9,632 | $5,733+68.0% | $5,055+90.5% | $6,690+44.0% |
| Admin fee / account holder | $3,104 | $13,356-76.8% | $9,462-67.2% | $13,392-76.8% |