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 | $1,292,436 | $183,516+604.3% | $155,534+731.0% | $145,884+785.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.65% | 61.43%-38.8pp | 64.92%-42.3pp | 551.85%-529.2pp |
| Employer contribution / active EE | $1,119 | $5,315-78.9% | $4,675-76.1% | $4,662-76.0% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,630+170.9% | $6,690+128.0% |
| Admin fee / account holder | $4,805 | $19,293-75.1% | $15,900-69.8% | $13,392-64.1% |