Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $254,044 | $99,995+154.1% | $85,063+198.7% | $145,978+74.0% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 14.64% | 83.99%-69.3pp | 66.54%-51.9pp | 550.52%-535.9pp |
| Employer contribution / active EE | $2,140 | $3,231-33.8% | $2,727-21.5% | $4,662-54.1% |
| Participant deferral / active EE | $6,571 | $5,295+24.1% | $4,523+45.3% | $6,690-1.8% |
| Admin fee / account holder | $1,631 | $7,255-77.5% | $6,155-73.5% | $13,400-87.8% |