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 | $430,568 | $211,239+103.8% | $178,528+141.2% | $145,877+195.2% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 21.25% | 30.22%-9.0pp | 27.11%-5.9pp | 551.28%-530.0pp |
| Employer contribution / active EE | $1,936 | $4,570-57.6% | $3,950-51.0% | $4,663-58.5% |
| Participant deferral / active EE | $9,542 | $6,963+37.0% | $6,278+52.0% | $6,691+42.6% |
| Admin fee / account holder | $8,587 | $12,095-29.0% | $10,419-17.6% | $13,402-35.9% |