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 | $429,179 | $88,672+384.0% | $105,223+307.9% | $82,448+420.5% |
| Participation rate | 68.1% | 67.9%+0.2pp | 75.0%-7.0pp | 68.1%0pp |
| Annual return | 16.09% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,367 | $3,048-22.3% | $3,689-35.8% | $2,551-7.2% |
| Participant deferral / active EE | $7,575 | $4,036+87.7% | $5,072+49.4% | $4,139+83.0% |
| Admin fee / account holder | $5,664 | $7,146-20.7% | $8,859-36.1% | $7,234-21.7% |