Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $488,696 | $176,794+176.4% | $146,647+233.2% | $167,553+191.7% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 10.72% | 24.04%-13.3pp | 22.75%-12.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $5,520 | $5,161+7.0% | $4,137+33.4% | $4,840+14.1% |
| Participant deferral / active EE | $13,937 | $6,440+116.4% | $5,506+153.1% | $6,343+119.7% |
| Admin fee / account holder | $8,281 | $13,262-37.6% | $10,281-19.4% | $12,316-32.8% |