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 | $412,219 | $178,174+131.4% | $156,181+163.9% | $137,256+200.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 20.75% | 84.19%-63.4pp | 64.87%-44.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,691 | $4,972-45.9% | $4,294-37.3% | $4,156-35.3% |
| Participant deferral / active EE | $9,872 | $6,888+43.3% | $6,132+61.0% | $6,407+54.1% |
| Admin fee / account holder | $33,515 | $17,404+92.6% | $14,586+129.8% | $12,270+173.1% |