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 | $979,731 | $157,304+522.8% | $141,197+593.9% | $152,909+540.7% |
| Participation rate | 18.2% | 84.8%-66.6pp | 82.5%-64.3pp | 82.5%-64.3pp |
| Annual return | 15.45% | 64.34%-48.9pp | 71.41%-56.0pp | 345.46%-330.0pp |
| Employer contribution / active EE | $4,524 | $5,263-14.0% | $4,736-4.5% | $4,764-5.0% |
| Participant deferral / active EE | $4,455 | $7,111-37.4% | $6,710-33.6% | $5,851-23.9% |
| Admin fee / account holder | $13,377 | $12,126+10.3% | $10,265+30.3% | $11,601+15.3% |