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 | $314,580 | $93,345+237.0% | $119,126+164.1% | $87,485+259.6% |
| Participation rate | 35.5% | 68.7%-33.3pp | 75.8%-40.3pp | 68.9%-33.4pp |
| Annual return | 14.19% | 19.08%-4.9pp | 282.11%-267.9pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,717 | $3,172-45.9% | $4,034-57.4% | $2,596-33.9% |
| Participant deferral / active EE | $3,174 | $4,099-22.6% | $5,318-40.3% | $4,274-25.7% |
| Admin fee / account holder | $18,536 | $8,039+130.6% | $10,693+73.3% | $7,775+138.4% |