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 | $328,139 | $90,691+261.8% | $76,119+331.1% | $145,884+124.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 11.54% | 624.52%-613.0pp | 361.25%-349.7pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,268 | $3,329-31.9% | $2,693-15.8% | $4,662-51.4% |
| Participant deferral / active EE | $11,660 | $5,167+125.7% | $4,259+173.8% | $6,690+74.3% |
| Admin fee / account holder | $7,899 | $8,383-5.8% | $6,421+23.0% | $13,392-41.0% |