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 | $869,849 | $114,119+662.2% | $107,187+711.5% | $138,895+526.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 14.67% | 273.21%-258.5pp | 204.55%-189.9pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,523 | $4,059-62.5% | $3,782-59.7% | $4,194-63.7% |
| Participant deferral / active EE | $13,900 | $5,538+151.0% | $5,096+172.8% | $6,396+117.3% |
| Admin fee / account holder | $1,881 | $10,024-81.2% | $9,162-79.5% | $12,562-85.0% |