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 | $366,637 | $110,039+233.2% | $97,260+277.0% | $145,884+151.3% |
| Participation rate | 36.8% | 75.9%-39.1pp | 72.7%-35.8pp | 80.3%-43.5pp |
| Annual return | 12.20% | 244.44%-232.2pp | 75.54%-63.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,547 | $3,074-49.7% | $2,721-43.1% | $4,662-66.8% |
| Participant deferral / active EE | $4,244 | $4,674-9.2% | $4,262-0.4% | $6,690-36.6% |
| Admin fee / account holder | $20,264 | $6,204+226.6% | $5,640+259.3% | $13,392+51.3% |