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 | $680,422 | $99,053+586.9% | $88,179+671.6% | $138,895+389.9% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.1%-39.1pp | 79.9%-49.9pp |
| Annual return | 83.22% | 78.17%+5.1pp | 64.97%+18.3pp | 145.39%-62.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,884 | $5,225-25.7% | $4,614-15.8% | $6,396-39.3% |
| Admin fee / account holder | $5,214 | $8,748-40.4% | $7,673-32.0% | $12,562-58.5% |