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 | $586,173 | $173,340+238.2% | $136,007+331.0% | $145,959+301.6% |
| Participation rate | 50.0% | 80.5%-30.5pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.00% | 1163.32%-1152.3pp | 579.32%-568.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $3,415 | $5,275-35.3% | $4,215-19.0% | $4,661-26.7% |
| Participant deferral / active EE | $15,737 | $8,699+80.9% | $7,024+124.0% | $6,689+135.3% |
| Admin fee / account holder | $23,063 | $9,954+131.7% | $6,858+236.3% | $13,398+72.1% |