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 | $356,794 | $181,062+97.1% | $158,223+125.5% | $155,188+129.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 12.55% | 57.39%-44.8pp | 52.09%-39.5pp | 148.84%-136.3pp |
| Employer contribution / active EE | $8,960 | $4,565+96.3% | $4,109+118.1% | $4,248+110.9% |
| Participant deferral / active EE | $10,958 | $6,134+78.6% | $5,467+100.4% | $6,531+67.8% |
| Admin fee / account holder | $970 | $18,825-94.8% | $16,047-94.0% | $14,480-93.3% |