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 | $1,009,653 | $100,203+907.6% | $85,240+1084.5% | $145,897+592.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 12.99% | 84.28%-71.3pp | 66.75%-53.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $832 | $3,242-74.3% | $2,735-69.6% | $4,663-82.2% |
| Participant deferral / active EE | $18,000 | $5,299+239.7% | $4,527+297.6% | $6,689+169.1% |
| Admin fee / account holder | $4,638 | $7,265-36.2% | $6,165-24.8% | $13,390-65.4% |