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 | $407,508 | $185,905+119.2% | $170,057+139.6% | $139,487+192.1% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 16.49% | 60.56%-44.1pp | 53.42%-36.9pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,000 | $7,597-60.5% | $6,790-55.8% | $4,755-36.9% |
| Participant deferral / active EE | $8,940 | $11,627-23.1% | $10,411-14.1% | $6,713+33.2% |
| Admin fee / account holder | $5,345 | $15,397-65.3% | $12,826-58.3% | $11,407-53.1% |