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 | $664,552 | $172,111+286.1% | $150,298+342.2% | $137,256+384.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 98.01% | 69.37%+28.6pp | 62.79%+35.2pp | 220.34%-122.3pp |
| Employer contribution / active EE | $1,563 | $4,636-66.3% | $4,154-62.4% | $4,156-62.4% |
| Participant deferral / active EE | $2,169 | $6,166-64.8% | $5,453-60.2% | $6,407-66.1% |
| Admin fee / account holder | $45,960 | $16,471+179.0% | $14,116+225.6% | $12,270+274.6% |