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 | $1,506,025 | $172,111+775.0% | $150,298+902.0% | $137,256+997.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 21.11% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $16,046 | $4,636+246.1% | $4,154+286.3% | $4,156+286.1% |
| Participant deferral / active EE | $10,917 | $6,166+77.1% | $5,453+100.2% | $6,407+70.4% |
| Admin fee / account holder | $1,799 | $16,471-89.1% | $14,116-87.3% | $12,270-85.3% |