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 | $296,883 | $105,856+180.5% | $90,161+229.3% | $147,586+101.2% |
| Participation rate | 41.2% | 79.7%-38.6pp | 76.9%-35.7pp | 82.8%-41.7pp |
| Annual return | 17.57% | 37.63%-20.1pp | 34.89%-17.3pp | 578.59%-561.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,778 | $5,733+0.8% | $5,287+9.3% | $5,439+6.2% |
| Admin fee / account holder | $5,161 | $8,046-35.9% | $5,943-13.2% | $10,886-52.6% |