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 | $767,665 | $181,062+324.0% | $158,223+385.2% | $155,188+394.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 17.36% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.5pp |
| Employer contribution / active EE | $13,434 | $4,565+194.3% | $4,109+227.0% | $4,248+216.3% |
| Participant deferral / active EE | $17,375 | $6,134+183.2% | $5,467+217.8% | $6,531+166.0% |
| Admin fee / account holder | $11,988 | $18,825-36.3% | $16,047-25.3% | $14,480-17.2% |