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 | $436,668 | $72,071+505.9% | $68,368+538.7% | $137,256+218.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 16.21% | 353.14%-336.9pp | 292.57%-276.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,795 | $2,788-35.6% | $2,649-32.2% | $4,156-56.8% |
| Participant deferral / active EE | $10,954 | $4,410+148.4% | $4,123+165.7% | $6,407+71.0% |
| Admin fee / account holder | $1,521 | $5,336-71.5% | $5,150-70.5% | $12,270-87.6% |