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 | $799,938 | $110,212+625.8% | $96,534+728.7% | $139,466+473.6% |
| Participation rate | 55.6% | 78.1%-22.6pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 40.38% | 26.42%+14.0pp | 25.88%+14.5pp | 373.66%-333.3pp |
| Employer contribution / active EE | $1,241 | $3,620-65.7% | $2,965-58.1% | $4,754-73.9% |
| Participant deferral / active EE | $10,186 | $5,547+83.6% | $4,851+110.0% | $6,712+51.8% |
| Admin fee / account holder | $13,593 | $11,599+17.2% | $8,253+64.7% | $11,409+19.1% |