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 | $589,756 | $154,228+282.4% | $145,433+305.5% | $137,256+329.7% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 18.01% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $943 | $4,804-80.4% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $7,643 | $8,216-7.0% | $7,897-3.2% | $6,407+19.3% |
| Admin fee / account holder | $4,571 | $14,344-68.1% | $13,129-65.2% | $12,270-62.7% |