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 | $366,877 | $111,814+228.1% | $103,378+254.9% | $145,978+151.3% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 11.17% | 24.80%-13.6pp | 24.91%-13.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,554 | $4,215-63.1% | $3,870-59.9% | $4,662-66.7% |
| Participant deferral / active EE | $8,872 | $5,618+57.9% | $5,058+75.4% | $6,690+32.6% |
| Admin fee / account holder | $149,878 | $9,764+1435.0% | $8,401+1684.1% | $13,400+1018.5% |