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 | $646,462 | $132,099+389.4% | $115,599+459.2% | $138,895+365.4% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.3%-17.1pp | 79.9%-22.8pp |
| Annual return | 11.38% | 176.76%-165.4pp | 111.10%-99.7pp | 145.39%-134.0pp |
| Employer contribution / active EE | $4,624 | $3,416+35.4% | $2,955+56.5% | $4,194+10.2% |
| Participant deferral / active EE | $15,667 | $5,617+178.9% | $4,889+220.4% | $6,396+144.9% |
| Admin fee / account holder | $12,122 | $15,650-22.5% | $12,841-5.6% | $12,562-3.5% |