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 | $660,181 | $166,242+297.1% | $165,071+299.9% | $145,884+352.5% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 17.55% | 100.44%-82.9pp | 70.17%-52.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $1,831 | $5,283-65.3% | $4,347-57.9% | $4,662-60.7% |
| Participant deferral / active EE | $8,448 | $6,964+21.3% | $6,035+40.0% | $6,690+26.3% |
| Admin fee / account holder | $3,503 | $16,658-79.0% | $12,695-72.4% | $13,392-73.8% |