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 | $3,391,373 | $183,539+1747.8% | $155,556+2080.2% | $145,897+2224.5% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.67% | 61.31%-50.6pp | 64.84%-54.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $5,876 | $5,315+10.6% | $4,675+25.7% | $4,663+26.0% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $52,444 | $19,275+172.1% | $15,885+230.1% | $13,390+291.7% |