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 | $440,959 | $178,174+147.5% | $156,181+182.3% | $137,256+221.3% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.8%-33.8pp | 80.0%-35.0pp |
| Annual return | 12.58% | 84.19%-71.6pp | 64.87%-52.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,986 | $4,972-60.0% | $4,294-53.7% | $4,156-52.2% |
| Participant deferral / active EE | $6,258 | $6,888-9.2% | $6,132+2.0% | $6,407-2.3% |
| Admin fee / account holder | $9,891 | $17,404-43.2% | $14,586-32.2% | $12,270-19.4% |