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 | $583,231 | $135,956+329.0% | $123,894+370.7% | $273,972+112.9% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 7.28% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,047 | $5,170-60.4% | $4,617-55.7% | $4,869-58.0% |
| Participant deferral / active EE | $2,511 | $6,343-60.4% | $5,984-58.0% | $5,287-52.5% |
| Admin fee / account holder | $7,851 | $9,817-20.0% | $8,357-6.1% | $10,133-22.5% |