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 | $532,351 | $183,627+189.9% | $155,602+242.1% | $145,978+264.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 10.59% | 61.32%-50.7pp | 64.81%-54.2pp | 550.52%-539.9pp |
| Employer contribution / active EE | $2,761 | $5,316-48.1% | $4,675-41.0% | $4,662-40.8% |
| Participant deferral / active EE | $2,017 | $6,466-68.8% | $5,629-64.2% | $6,690-69.8% |
| Admin fee / account holder | $28,210 | $19,327+46.0% | $15,923+77.2% | $13,400+110.5% |