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 | $1,021,895 | $209,336+388.2% | $197,124+418.4% | $137,256+644.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.14% | 48.09%-33.9pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,197 | $6,591-21.1% | $6,227-16.5% | $4,156+25.1% |
| Participant deferral / active EE | $12,295 | $9,614+27.9% | $9,135+34.6% | $6,407+91.9% |
| Admin fee / account holder | $5,953 | $17,308-65.6% | $16,298-63.5% | $12,270-51.5% |