Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $454,816 | $111,814+306.8% | $103,378+340.0% | $145,978+211.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 14.30% | 24.80%-10.5pp | 24.91%-10.6pp | 550.52%-536.2pp |
| Employer contribution / active EE | $6,186 | $4,215+46.8% | $3,870+59.8% | $4,662+32.7% |
| Participant deferral / active EE | $6,573 | $5,618+17.0% | $5,058+30.0% | $6,690-1.7% |
| Admin fee / account holder | $3,585 | $9,764-63.3% | $8,401-57.3% | $13,400-73.2% |