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 | $315,985 | $88,778+255.9% | $81,844+286.1% | $145,884+116.6% |
| Participation rate | 54.2% | 75.1%-20.9pp | 72.4%-18.2pp | 80.3%-26.1pp |
| Annual return | 11.63% | 1033.03%-1021.4pp | 778.87%-767.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,100 | $4,648+31.2% | $4,323+41.1% | $6,690-8.8% |
| Admin fee / account holder | $364 | $8,430-95.7% | $7,355-95.1% | $13,392-97.3% |