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 | $284,889 | $162,529+75.3% | $130,788+117.8% | $154,746+84.1% |
| Participation rate | 7.7% | 75.9%-68.2pp | 70.1%-62.4pp | 80.7%-73.0pp |
| Annual return | 30.54% | 510.48%-479.9pp | 386.44%-355.9pp | 172.34%-141.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $601 | $4,808-87.5% | $4,137-85.5% | $6,730-91.1% |
| Admin fee / account holder | $878 | $7,669-88.6% | $6,673-86.8% | $14,365-93.9% |