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 | $413,986 | $176,794+134.2% | $146,647+182.3% | $167,553+147.1% |
| Participation rate | 61.5% | 83.6%-22.1pp | 80.1%-18.5pp | 82.1%-20.6pp |
| Annual return | 17.16% | 24.04%-6.9pp | 22.75%-5.6pp | 478.89%-461.7pp |
| Employer contribution / active EE | $3,021 | $5,161-41.5% | $4,137-27.0% | $4,840-37.6% |
| Participant deferral / active EE | $5,318 | $6,440-17.4% | $5,506-3.4% | $6,343-16.2% |
| Admin fee / account holder | $13,517 | $13,262+1.9% | $10,281+31.5% | $12,316+9.7% |