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 | $404,831 | $72,071+461.7% | $68,368+492.1% | $137,256+194.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.44% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,413 | $2,788-49.3% | $2,649-46.6% | $4,156-66.0% |
| Participant deferral / active EE | $3,685 | $4,410-16.5% | $4,123-10.6% | $6,407-42.5% |
| Admin fee / account holder | $7,722 | $5,336+44.7% | $5,150+49.9% | $12,270-37.1% |