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 | $558,851 | $114,013+390.2% | $103,693+438.9% | $155,188+260.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 80.8%-40.8pp |
| Annual return | 11.53% | 49.31%-37.8pp | 47.61%-36.1pp | 148.84%-137.3pp |
| Employer contribution / active EE | $10,891 | $3,131+247.8% | $2,920+272.9% | $4,248+156.4% |
| Participant deferral / active EE | $12,400 | $4,970+149.5% | $4,579+170.8% | $6,531+89.9% |
| Admin fee / account holder | $4,067 | $8,407-51.6% | $7,858-48.2% | $14,480-71.9% |