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 | $449,380 | $115,225+290.0% | $100,712+346.2% | $138,895+223.5% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 15.67% | 40.35%-24.7pp | 33.27%-17.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,630 | $2,771+31.0% | $2,313+56.9% | $4,194-13.5% |
| Participant deferral / active EE | $9,667 | $4,699+105.7% | $4,085+136.6% | $6,396+51.1% |
| Admin fee / account holder | $426,852 | $10,844+3836.3% | $9,256+4511.5% | $12,562+3297.9% |