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 | $519,546 | $76,634+578.0% | $56,054+826.9% | $145,978+255.9% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 15.40% | 3004.33%-2988.9pp | 1705.95%-1690.5pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,145 | $1,380-17.0% | $1,039+10.2% | $4,662-75.4% |
| Participant deferral / active EE | $3,267 | $2,622+24.6% | $1,952+67.4% | $6,690-51.2% |
| Admin fee / account holder | $3,492 | $3,321+5.1% | $2,822+23.7% | $13,400-73.9% |