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 | $1,485,122 | $115,814+1182.3% | $101,275+1366.4% | $158,982+834.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 13.68% | 56.16%-42.5pp | 46.48%-32.8pp | 302.99%-289.3pp |
| Employer contribution / active EE | $4,133 | $4,176-1.0% | $3,660+12.9% | $4,763-13.2% |
| Participant deferral / active EE | $17,333 | $4,958+249.6% | $4,371+296.6% | $5,983+189.7% |
| Admin fee / account holder | $4,131 | $7,249-43.0% | $5,948-30.5% | $11,252-63.3% |