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 | $1,563,536 | $199,109+685.3% | $173,730+800.0% | $154,746+910.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 13.27% | 20.02%-6.7pp | 19.96%-6.7pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,701 | $5,311-49.1% | $4,577-41.0% | $4,379-38.3% |
| Participant deferral / active EE | $7,625 | $7,113+7.2% | $6,326+20.5% | $6,730+13.3% |
| Admin fee / account holder | $46,733 | $20,916+123.4% | $17,523+166.7% | $14,365+225.3% |