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 | $396,632 | $118,875+233.7% | $96,572+310.7% | $167,553+136.7% |
| Participation rate | 69.2% | 75.5%-6.3pp | 69.8%-0.6pp | 82.1%-12.9pp |
| Annual return | 41.60% | 50.50%-8.9pp | 37.79%+3.8pp | 478.89%-437.3pp |
| Employer contribution / active EE | $1,358 | $3,121-56.5% | $2,357-42.4% | $4,840-71.9% |
| Participant deferral / active EE | $6,763 | $4,617+46.5% | $3,850+75.7% | $6,343+6.6% |
| Admin fee / account holder | $3,048 | $8,070-62.2% | $6,183-50.7% | $12,316-75.3% |