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 | $314,091 | $127,790+145.8% | $106,555+194.8% | $167,536+87.5% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 16.03% | 33.88%-17.8pp | 26.80%-10.8pp | 478.82%-462.8pp |
| Employer contribution / active EE | $1,431 | $3,428-58.3% | $2,819-49.2% | $4,839-70.4% |
| Participant deferral / active EE | $2,435 | $5,088-52.1% | $4,399-44.6% | $6,342-61.6% |
| Admin fee / account holder | $8,068 | $11,229-28.2% | $7,408+8.9% | $12,315-34.5% |