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 | $908,453 | $118,875+664.2% | $96,572+840.7% | $167,553+442.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 14.59% | 50.50%-35.9pp | 37.79%-23.2pp | 478.89%-464.3pp |
| Employer contribution / active EE | $1,040 | $3,121-66.7% | $2,357-55.9% | $4,840-78.5% |
| Participant deferral / active EE | $8,667 | $4,617+87.7% | $3,850+125.1% | $6,343+36.6% |
| Admin fee / account holder | $36,715 | $8,070+355.0% | $6,183+493.8% | $12,316+198.1% |