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 | $258,628 | $88,710+191.5% | $81,783+216.2% | $145,959+77.2% |
| Participation rate | 41.2% | 75.0%-33.9pp | 72.4%-31.2pp | 80.3%-39.1pp |
| Annual return | 11.61% | 1027.26%-1015.6pp | 775.05%-763.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,374 | $3,083-55.4% | $2,913-52.8% | $4,661-70.5% |
| Participant deferral / active EE | $2,312 | $4,645-50.2% | $4,320-46.5% | $6,689-65.4% |
| Admin fee / account holder | $33,235 | $8,407+295.3% | $7,380+350.3% | $13,398+148.1% |