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 | $283,867 | $112,915+151.4% | $90,965+212.1% | $158,950+78.6% |
| Participation rate | 30.0% | 74.7%-44.7pp | 69.0%-39.0pp | 82.0%-52.0pp |
| Annual return | 21.52% | 215.75%-194.2pp | 134.57%-113.0pp | 302.91%-281.4pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,473 | $4,128-40.1% | $3,373-26.7% | $5,983-58.7% |
| Admin fee / account holder | $4,225 | $8,044-47.5% | $5,960-29.1% | $11,248-62.4% |