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 | $1,190,234 | $162,136+634.1% | $152,301+681.5% | $154,746+669.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 18.77% | 91.02%-72.3pp | 80.50%-61.7pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,513 | $4,890-7.7% | $4,624-2.4% | $4,379+3.1% |
| Participant deferral / active EE | $17,500 | $8,341+109.8% | $8,004+118.6% | $6,730+160.0% |
| Admin fee / account holder | $275,415 | $15,759+1647.6% | $14,398+1812.9% | $14,365+1817.2% |