Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $480,933 | $112,729+326.6% | $98,716+387.2% | $137,256+250.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 20.36% | 38.48%-18.1pp | 31.81%-11.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $21,387 | $2,725+684.8% | $2,279+838.6% | $4,156+414.6% |
| Participant deferral / active EE | $11,750 | $4,640+153.2% | $4,048+190.3% | $6,407+83.4% |
| Admin fee / account holder | $315 | $10,129-96.9% | $8,703-96.4% | $12,270-97.4% |