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 | $444,298 | $197,637+124.8% | $177,848+149.8% | $158,982+179.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 16.51% | 58.77%-42.3pp | 48.33%-31.8pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,630 | $6,698-60.7% | $5,919-55.6% | $4,763-44.8% |
| Participant deferral / active EE | $5,102 | $8,405-39.3% | $7,714-33.9% | $5,983-14.7% |
| Admin fee / account holder | $2,500 | $15,406-83.8% | $12,431-79.9% | $11,252-77.8% |