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 | $398,970 | $139,948+185.1% | $121,663+227.9% | $154,746+157.8% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.5%-18.9pp | 80.7%-25.1pp |
| Annual return | 15.84% | 230.52%-214.7pp | 147.54%-131.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,439 | $3,521-30.7% | $3,020-19.2% | $4,379-44.3% |
| Participant deferral / active EE | $6,507 | $5,629+15.6% | $4,887+33.1% | $6,730-3.3% |
| Admin fee / account holder | $11,565 | $17,321-33.2% | $14,289-19.1% | $14,365-19.5% |