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 | $528,478 | $72,269+631.3% | $101,271+421.8% | $79,852+561.8% |
| Participation rate | 31.4% | 68.5%-37.0pp | 75.8%-44.4pp | 69.6%-38.2pp |
| Annual return | 63.23% | 22.29%+40.9pp | 46.48%+16.7pp | 31.72%+31.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,257 | $3,282+29.7% | $4,371-2.6% | $3,740+13.8% |
| Admin fee / account holder | $16,807 | $4,401+281.9% | $5,948+182.6% | $5,306+216.7% |