Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,943,475 | $183,592+958.6% | $155,567+1149.3% | $145,959+1231.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.79% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.2pp |
| Employer contribution / active EE | $26,414 | $5,315+397.0% | $4,674+465.1% | $4,661+466.7% |
| Participant deferral / active EE | $2,500 | $6,464-61.3% | $5,628-55.6% | $6,689-62.6% |
| Admin fee / account holder | $93,986 | $19,318+386.5% | $15,916+490.5% | $13,398+601.5% |