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 | $479,599 | $111,535+330.0% | $105,223+355.8% | $137,256+249.4% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 17.29% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,754 | $3,939-30.1% | $3,689-25.3% | $4,156-33.7% |
| Participant deferral / active EE | $8,990 | $5,500+63.5% | $5,072+77.3% | $6,407+40.3% |
| Admin fee / account holder | $3,618 | $9,721-62.8% | $8,859-59.2% | $12,270-70.5% |