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 | $324,273 | $114,119+184.2% | $107,187+202.5% | $138,895+133.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 11.25% | 273.21%-262.0pp | 204.55%-193.3pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,679 | $4,059-58.6% | $3,782-55.6% | $4,194-60.0% |
| Participant deferral / active EE | $4,198 | $5,538-24.2% | $5,096-17.6% | $6,396-34.4% |
| Admin fee / account holder | $38,858 | $10,024+287.7% | $9,162+324.1% | $12,562+209.3% |