Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $568,737 | $227,399+150.1% | $189,758+199.7% | $198,609+186.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 19.36% | 61.03%-41.7pp | 52.62%-33.3pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,748 | $5,526-68.4% | $4,767-63.3% | $5,055-65.4% |
| Participant deferral / active EE | $20,667 | $6,837+202.3% | $5,856+252.9% | $6,977+196.2% |
| Admin fee / account holder | $4,079 | $25,162-83.8% | $20,388-80.0% | $19,030-78.6% |