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 | $949,766 | $181,062+424.6% | $158,223+500.3% | $155,188+512.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 13.81% | 57.39%-43.6pp | 52.09%-38.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,500 | $4,565-67.1% | $4,109-63.5% | $4,248-64.7% |
| Participant deferral / active EE | $5,104 | $6,134-16.8% | $5,467-6.6% | $6,531-21.8% |
| Admin fee / account holder | $5,083 | $18,825-73.0% | $16,047-68.3% | $14,480-64.9% |