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 | $1,652,064 | $93,346+1669.8% | $71,796+2201.1% | $273,972+503.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 11.00% | 130.39%-119.4pp | 78.04%-67.0pp | 41.46%-30.5pp |
| Employer contribution / active EE | $1,773 | $2,733-35.1% | $1,924-7.9% | $4,869-63.6% |
| Participant deferral / active EE | $4,327 | $3,475+24.5% | $2,794+54.9% | $5,287-18.2% |
| Admin fee / account holder | $21,279 | $6,571+223.9% | $4,815+341.9% | $10,133+110.0% |