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 | $337,575 | $100,139+237.1% | $85,187+296.3% | $145,884+131.4% |
| Participation rate | 47.1% | 74.1%-27.0pp | 67.5%-20.5pp | 80.3%-33.2pp |
| Annual return | 20.99% | 84.15%-63.2pp | 66.67%-45.7pp | 551.85%-530.9pp |
| Employer contribution / active EE | $2,436 | $3,238-24.8% | $2,732-10.9% | $4,662-47.8% |
| Participant deferral / active EE | $5,613 | $5,296+6.0% | $4,525+24.1% | $6,690-16.1% |
| Admin fee / account holder | $21,152 | $7,262+191.3% | $6,162+243.3% | $13,392+57.9% |