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 | $290,683 | $100,139+190.3% | $85,187+241.2% | $145,884+99.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 15.36% | 84.15%-68.8pp | 66.67%-51.3pp | 551.85%-536.5pp |
| Employer contribution / active EE | $812 | $3,238-74.9% | $2,732-70.3% | $4,662-82.6% |
| Participant deferral / active EE | $4,565 | $5,296-13.8% | $4,525+0.9% | $6,690-31.8% |
| Admin fee / account holder | $2,007 | $7,262-72.4% | $6,162-67.4% | $13,392-85.0% |