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 | $565,293 | $110,093+413.5% | $97,295+481.0% | $145,897+287.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 11.54% | 244.76%-233.2pp | 75.62%-64.1pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,419 | $3,077-53.9% | $2,723-47.9% | $4,663-69.6% |
| Participant deferral / active EE | $20,333 | $4,678+334.7% | $4,264+376.9% | $6,689+204.0% |
| Admin fee / account holder | $4,912 | $6,212-20.9% | $5,646-13.0% | $13,390-63.3% |