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 | $713,926 | $201,344+254.6% | $184,243+287.5% | $145,877+389.4% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 21.18% | 29.01%-7.8pp | 28.82%-7.6pp | 551.28%-530.1pp |
| Employer contribution / active EE | $17,491 | $7,022+149.1% | $6,427+172.2% | $4,663+275.1% |
| Participant deferral / active EE | $10,450 | $9,807+6.6% | $9,132+14.4% | $6,691+56.2% |
| Admin fee / account holder | $959 | $16,382-94.1% | $13,914-93.1% | $13,402-92.8% |