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 | $1,033,126 | $98,760+946.1% | $149,715+590.1% | $79,858+1193.7% |
| Participation rate | 3.1% | 75.8%-72.7pp | 82.5%-79.4pp | 69.6%-66.5pp |
| Annual return | 33.83% | 27.43%+6.4pp | 276.66%-242.8pp | 31.72%+2.1pp |
| Employer contribution / active EE | $1,922 | $3,217-40.3% | $4,645-58.6% | $2,471-22.2% |
| Participant deferral / active EE | $3,528 | $5,681-37.9% | $6,842-48.4% | $3,740-5.7% |
| Admin fee / account holder | $57,815 | $6,053+855.1% | $9,310+521.0% | $5,306+989.6% |