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 | $527,192 | $98,776+433.7% | $149,745+252.1% | $79,856+560.2% |
| Participation rate | 17.9% | 75.8%-57.9pp | 82.5%-64.6pp | 69.6%-51.8pp |
| Annual return | 29.90% | 27.38%+2.5pp | 276.72%-246.8pp | 31.71%-1.8pp |
| Employer contribution / active EE | $1,250 | $3,217-61.1% | $4,646-73.1% | $2,471-49.4% |
| Participant deferral / active EE | $2,712 | $5,681-52.3% | $6,843-60.4% | $3,741-27.5% |
| Admin fee / account holder | $22,301 | $6,053+268.4% | $9,312+139.5% | $5,306+320.3% |