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 | $317,316 | $227,633+39.4% | $189,597+67.4% | $167,553+89.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 16.02% | 78.45%-62.4pp | 64.20%-48.2pp | 478.89%-462.9pp |
| Employer contribution / active EE | $2,034 | $5,317-61.7% | $4,412-53.9% | $4,840-58.0% |
| Participant deferral / active EE | $5,994 | $7,003-14.4% | $6,174-2.9% | $6,343-5.5% |
| Admin fee / account holder | $1,453 | $11,879-87.8% | $9,807-85.2% | $12,316-88.2% |