Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $512,909 | $155,555+229.7% | $146,866+249.2% | $155,188+230.5% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 13.32% | 115.41%-102.1pp | 102.85%-89.5pp | 148.84%-135.5pp |
| Employer contribution / active EE | $1,898 | $4,647-59.2% | $4,425-57.1% | $4,248-55.3% |
| Participant deferral / active EE | $8,985 | $8,044+11.7% | $7,759+15.8% | $6,531+37.6% |
| Admin fee / account holder | $4,080 | $14,755-72.4% | $13,620-70.0% | $14,480-71.8% |