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 | $774,505 | $183,592+321.9% | $155,567+397.9% | $145,959+430.6% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.6pp | 80.3%-16.6pp |
| Annual return | 16.47% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $20,716 | $5,315+289.8% | $4,674+343.2% | $4,661+344.5% |
| Participant deferral / active EE | $12,374 | $6,464+91.4% | $5,628+119.9% | $6,689+85.0% |
| Admin fee / account holder | $9,158 | $19,318-52.6% | $15,916-42.5% | $13,398-31.6% |