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 | $3,955,453 | $80,748+4798.5% | $102,383+3763.4% | $74,429+5214.4% |
| Participation rate | 0.0% | 65.7%-65.7pp | 74.5%-74.5pp | 67.2%-67.2pp |
| Annual return | 29.77% | 27.57%+2.2pp | 24.94%+4.8pp | 1368.38%-1338.6pp |
| Employer contribution / active EE | $1,970 | $3,159-37.6% | $3,870-49.1% | $2,625-24.9% |
| Participant deferral / active EE | $3,246 | $3,861-15.9% | $5,060-35.8% | $4,348-25.3% |
| Admin fee / account holder | $43,835 | $2,371+1749.0% | $8,391+422.4% | $1,944+2154.5% |