Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,105,295 | $76,407+2655.4% | $150,298+1300.7% | $82,448+2453.5% |
| Participation rate | 2.4% | 66.4%-64.0pp | 77.8%-75.4pp | 68.1%-65.7pp |
| Annual return | 17.81% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,641 | $2,614-37.2% | $4,154-60.5% | $2,551-35.7% |
| Participant deferral / active EE | $3,153 | $3,214-1.9% | $5,453-42.2% | $4,139-23.8% |
| Admin fee / account holder | $119,959 | $6,352+1788.5% | $14,116+749.8% | $7,234+1558.2% |