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 | $666,367 | $72,071+824.6% | $68,368+874.7% | $137,256+385.5% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 13.56% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $963 | $2,788-65.5% | $2,649-63.7% | $4,156-76.8% |
| Participant deferral / active EE | $6,521 | $4,410+47.9% | $4,123+58.2% | $6,407+1.8% |
| Admin fee / account holder | $2,434 | $5,336-54.4% | $5,150-52.7% | $12,270-80.2% |