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 | $285,978 | $142,354+100.9% | $125,529+127.8% | $155,188+84.3% |
| Participation rate | 16.7% | 78.1%-61.4pp | 74.7%-58.1pp | 80.8%-64.1pp |
| Annual return | 13.83% | 306.06%-292.2pp | 202.56%-188.7pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,344 | $3,501-61.6% | $3,058-56.0% | $4,248-68.4% |
| Participant deferral / active EE | $14,136 | $5,491+157.4% | $4,813+193.7% | $6,531+116.4% |
| Admin fee / account holder | $19,114 | $19,392-1.4% | $16,298+17.3% | $14,480+32.0% |