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 | $605,024 | $112,729+436.7% | $98,716+512.9% | $137,256+340.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 15.95% | 38.48%-22.5pp | 31.81%-15.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,931 | $2,725+7.5% | $2,279+28.6% | $4,156-29.5% |
| Participant deferral / active EE | $7,083 | $4,640+52.6% | $4,048+75.0% | $6,407+10.5% |
| Admin fee / account holder | $32,146 | $10,129+217.4% | $8,703+269.4% | $12,270+162.0% |