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 | $291,146 | $88,778+227.9% | $81,844+255.7% | $145,884+99.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 25.43% | 1033.03%-1007.6pp | 778.87%-753.4pp | 551.85%-526.4pp |
| Employer contribution / active EE | $1,230 | $3,087-60.2% | $2,916-57.8% | $4,662-73.6% |
| Participant deferral / active EE | $1,795 | $4,648-61.4% | $4,323-58.5% | $6,690-73.2% |
| Admin fee / account holder | $22,223 | $8,430+163.6% | $7,355+202.1% | $13,392+65.9% |