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 | $351,550 | $100,139+251.1% | $85,187+312.7% | $145,884+141.0% |
| Participation rate | 53.8% | 74.1%-20.3pp | 67.5%-13.7pp | 80.3%-26.5pp |
| Annual return | 11.25% | 84.15%-72.9pp | 66.67%-55.4pp | 551.85%-540.6pp |
| Employer contribution / active EE | $3,373 | $3,238+4.2% | $2,732+23.4% | $4,662-27.7% |
| Participant deferral / active EE | $4,935 | $5,296-6.8% | $4,525+9.1% | $6,690-26.2% |
| Admin fee / account holder | $4,289 | $7,262-40.9% | $6,162-30.4% | $13,392-68.0% |