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 | $545,696 | $156,398+248.9% | $147,318+270.4% | $138,895+292.9% |
| Participation rate | 34.8% | 83.8%-49.0pp | 82.1%-47.3pp | 79.9%-45.1pp |
| Annual return | 16.04% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,214 | $8,237+11.9% | $7,906+16.5% | $6,396+44.1% |
| Admin fee / account holder | $1,953 | $14,976-87.0% | $13,708-85.8% | $12,562-84.5% |