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 | $450,054 | $182,442+146.7% | $163,379+175.5% | $138,895+224.0% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.8%-51.8pp | 79.9%-54.9pp |
| Annual return | 14.01% | 72.74%-58.7pp | 63.41%-49.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,156 | $4,159-72.2% | $3,752-69.2% | $4,194-72.4% |
| Participant deferral / active EE | $7,981 | $6,817+17.1% | $6,282+27.1% | $6,396+24.8% |
| Admin fee / account holder | $2,835 | $10,396-72.7% | $9,818-71.1% | $12,562-77.4% |