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 | $387,118 | $105,960+265.3% | $81,726+373.7% | $158,982+143.5% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 19.50% | 38.19%-18.7pp | 29.49%-10.0pp | 302.99%-283.5pp |
| Employer contribution / active EE | $2,976 | $7,805-61.9% | $4,311-31.0% | $4,763-37.5% |
| Participant deferral / active EE | $5,952 | $13,011-54.3% | $7,108-16.3% | $5,983-0.5% |
| Admin fee / account holder | $1,846 | $8,494-78.3% | $5,160-64.2% | $11,252-83.6% |