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 | $867,699 | $174,379+397.6% | $152,093+470.5% | $138,895+524.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 13.51% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,822 | $4,652-17.8% | $4,175-8.4% | $4,194-8.9% |
| Participant deferral / active EE | $6,873 | $6,159+11.6% | $5,451+26.1% | $6,396+7.4% |
| Admin fee / account holder | $8,287 | $16,880-50.9% | $14,497-42.8% | $12,562-34.0% |