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 | $257,316 | $167,415+53.7% | $140,514+83.1% | $198,609+29.6% |
| Participation rate | 0.0% | 80.9%-80.9pp | 77.8%-77.8pp | 82.4%-82.4pp |
| Annual return | 16.79% | 13.85%+2.9pp | 14.36%+2.4pp | 202.70%-185.9pp |
| Employer contribution / active EE | $4,725 | $4,088+15.6% | $3,378+39.9% | $5,055-6.5% |
| Participant deferral / active EE | $21,792 | $5,579+290.6% | $4,919+343.1% | $6,977+212.3% |
| Admin fee / account holder | $30,178 | $16,730+80.4% | $13,697+120.3% | $19,030+58.6% |