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 | $758,022 | $167,352+353.0% | $143,788+427.2% | $134,509+463.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 7.72% | 0.47%+7.2pp | -0.03%+7.8pp | 418.13%-410.4pp |
| Employer contribution / active EE | $2,756 | $5,620-51.0% | $4,952-44.3% | $4,741-41.9% |
| Participant deferral / active EE | $9,700 | $6,447+50.5% | $5,638+72.0% | $6,400+51.6% |
| Admin fee / account holder | $3,909 | $18,091-78.4% | $14,675-73.4% | $11,427-65.8% |