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 | $2,270,532 | $129,737+1650.1% | $119,126+1806.0% | $154,746+1367.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.25% | 379.08%-362.8pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $17,353 | $4,375+296.6% | $4,034+330.2% | $4,379+296.3% |
| Participant deferral / active EE | $20,467 | $5,842+250.3% | $5,318+284.9% | $6,730+204.1% |
| Admin fee / account holder | $8,484 | $11,961-29.1% | $10,693-20.7% | $14,365-40.9% |