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 | $574,197 | $209,428+174.2% | $178,498+221.7% | $158,950+261.2% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 15.81% | 188.78%-173.0pp | 151.09%-135.3pp | 302.91%-287.1pp |
| Employer contribution / active EE | $4,643 | $5,707-18.6% | $5,011-7.3% | $4,762-2.5% |
| Participant deferral / active EE | $10,600 | $5,955+78.0% | $5,202+103.8% | $5,983+77.2% |
| Admin fee / account holder | $3,685 | $17,077-78.4% | $13,985-73.6% | $11,248-67.2% |