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 | $490,261 | $181,062+170.8% | $158,223+209.9% | $155,188+215.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 9.33% | 57.39%-48.1pp | 52.09%-42.8pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,733 | $4,565-62.0% | $4,109-57.8% | $4,248-59.2% |
| Participant deferral / active EE | $16,154 | $6,134+163.3% | $5,467+195.5% | $6,531+147.3% |
| Admin fee / account holder | $1,568 | $18,825-91.7% | $16,047-90.2% | $14,480-89.2% |