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 | $459,366 | $110,337+316.3% | $102,383+348.7% | $145,877+214.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 19.36% | 24.83%-5.5pp | 24.94%-5.6pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,028 | $4,216-75.6% | $3,870-73.4% | $4,663-78.0% |
| Participant deferral / active EE | $3,880 | $5,621-31.0% | $5,060-23.3% | $6,691-42.0% |
| Admin fee / account holder | $3,966 | $9,750-59.3% | $8,391-52.7% | $13,402-70.4% |