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 | $472,101 | $76,407+517.9% | $150,298+214.1% | $82,448+472.6% |
| Participation rate | 54.2% | 66.4%-12.2pp | 77.8%-23.5pp | 68.1%-13.8pp |
| Annual return | 17.17% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $9,145 | $2,614+249.8% | $4,154+120.1% | $2,551+258.5% |
| Participant deferral / active EE | $4,898 | $3,214+52.4% | $5,453-10.2% | $4,139+18.3% |
| Admin fee / account holder | $14,838 | $6,352+133.6% | $14,116+5.1% | $7,234+105.1% |