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 | $757,199 | $111,535+578.9% | $105,223+619.6% | $137,256+451.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 17.20% | 237.85%-220.7pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,082 | $3,939-47.1% | $3,689-43.5% | $4,156-49.9% |
| Participant deferral / active EE | $11,531 | $5,500+109.7% | $5,072+127.4% | $6,407+80.0% |
| Admin fee / account holder | $6,233 | $9,721-35.9% | $8,859-29.6% | $12,270-49.2% |