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 | $400,947 | $211,224+89.8% | $178,505+124.6% | $145,897+174.8% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 20.59% | 30.28%-9.7pp | 27.16%-6.6pp | 552.29%-531.7pp |
| Employer contribution / active EE | $2,428 | $4,577-47.0% | $3,955-38.6% | $4,663-47.9% |
| Participant deferral / active EE | $9,128 | $6,966+31.0% | $6,280+45.3% | $6,689+36.5% |
| Admin fee / account holder | $3,845 | $12,109-68.2% | $10,428-63.1% | $13,390-71.3% |