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 | $390,655 | $180,749+116.1% | $160,784+143.0% | $137,256+184.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 20.18% | 2234.46%-2214.3pp | 1803.92%-1783.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,665 | $4,155-59.9% | $3,733-55.4% | $4,156-59.9% |
| Participant deferral / active EE | $10,717 | $6,844+56.6% | $6,293+70.3% | $6,407+67.3% |
| Admin fee / account holder | $2,440 | $10,397-76.5% | $9,717-74.9% | $12,270-80.1% |