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 | $547,257 | $110,039+397.3% | $97,260+462.7% | $145,884+275.1% |
| Participation rate | 23.8% | 75.9%-52.1pp | 72.7%-48.9pp | 80.3%-56.5pp |
| Annual return | 24.78% | 244.44%-219.7pp | 75.54%-50.8pp | 551.85%-527.1pp |
| Employer contribution / active EE | $765 | $3,074-75.1% | $2,721-71.9% | $4,662-83.6% |
| Participant deferral / active EE | $5,749 | $4,674+23.0% | $4,262+34.9% | $6,690-14.1% |
| Admin fee / account holder | $1,308 | $6,204-78.9% | $5,640-76.8% | $13,392-90.2% |