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 | $303,341 | $102,422+196.2% | $147,117+106.2% | $80,959+274.7% |
| Participation rate | 51.4% | 75.9%-24.4pp | 82.2%-30.8pp | 67.7%-16.2pp |
| Annual return | 19.62% | 135.16%-115.5pp | 420.54%-400.9pp | 35.67%-16.0pp |
| Employer contribution / active EE | $3,247 | $3,717-12.6% | $4,932-34.2% | $2,757+17.8% |
| Participant deferral / active EE | $7,740 | $6,652+16.4% | $8,065-4.0% | $4,300+80.0% |
| Admin fee / account holder | $5,028 | $7,953-36.8% | $12,993-61.3% | $6,925-27.4% |