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 | $816,866 | $102,595+696.2% | $94,057+768.5% | $154,746+427.9% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 13.40% | 583.42%-570.0pp | 480.62%-467.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,699 | $3,147-46.0% | $2,933-42.1% | $4,379-61.2% |
| Participant deferral / active EE | $8,484 | $5,118+65.8% | $4,709+80.2% | $6,730+26.1% |
| Admin fee / account holder | $2,988 | $7,736-61.4% | $7,244-58.8% | $14,365-79.2% |