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 | $936,671 | $156,398+498.9% | $147,318+535.8% | $138,895+574.4% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 29.45% | 78.75%-49.3pp | 70.43%-41.0pp | 145.39%-115.9pp |
| Employer contribution / active EE | $2,020 | $4,853-58.4% | $4,593-56.0% | $4,194-51.8% |
| Participant deferral / active EE | $4,040 | $8,237-51.0% | $7,906-48.9% | $6,396-36.8% |
| Admin fee / account holder | $3,168 | $14,976-78.8% | $13,708-76.9% | $12,562-74.8% |