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 | $497,157 | $162,136+206.6% | $152,301+226.4% | $154,746+221.3% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 17.66% | 91.02%-73.4pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,300 | $4,890-53.0% | $4,624-50.3% | $4,379-47.5% |
| Participant deferral / active EE | $8,594 | $8,341+3.0% | $8,004+7.4% | $6,730+27.7% |
| Admin fee / account holder | $3,262 | $15,759-79.3% | $14,398-77.3% | $14,365-77.3% |