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 | $386,968 | $154,228+150.9% | $145,433+166.1% | $137,256+181.9% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 14.66% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,723 | $4,804-43.3% | $4,554-40.2% | $4,156-34.5% |
| Participant deferral / active EE | $8,339 | $8,216+1.5% | $7,897+5.6% | $6,407+30.2% |
| Admin fee / account holder | $2,990 | $14,344-79.2% | $13,129-77.2% | $12,270-75.6% |