Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $565,996 | $185,883+204.5% | $170,043+232.9% | $139,466+305.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 22.00% | 60.54%-38.5pp | 53.40%-31.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $4,443 | $7,596-41.5% | $6,790-34.6% | $4,754-6.5% |
| Participant deferral / active EE | $12,750 | $11,626+9.7% | $10,410+22.5% | $6,712+90.0% |
| Admin fee / account holder | $3,544 | $15,393-77.0% | $12,824-72.4% | $11,409-68.9% |