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 | $301,724 | $96,630+212.2% | $86,605+248.4% | $139,427+116.4% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 13.07% | 106.48%-93.4pp | 591.39%-578.3pp | 373.27%-360.2pp |
| Employer contribution / active EE | $425 | $3,264-87.0% | $3,023-85.9% | $4,752-91.1% |
| Participant deferral / active EE | $2,126 | $4,836-56.0% | $4,438-52.1% | $6,711-68.3% |
| Admin fee / account holder | $6,051 | $6,405-5.5% | $5,611+7.8% | $11,404-46.9% |