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 | $252,202 | $108,897+131.6% | $100,378+151.3% | $145,877+72.9% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.9pp |
| Annual return | 16.41% | 58.17%-41.8pp | 49.41%-33.0pp | 551.28%-534.9pp |
| Employer contribution / active EE | $437 | $4,420-90.1% | $3,942-88.9% | $4,663-90.6% |
| Participant deferral / active EE | $6,404 | $8,455-24.2% | $8,087-20.8% | $6,691-4.3% |
| Admin fee / account holder | $16,499 | $9,690+70.3% | $7,899+108.9% | $13,402+23.1% |