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 | $291,620 | $111,787+160.9% | $93,681+211.3% | $145,978+99.8% |
| Participation rate | 27.3% | 74.2%-47.0pp | 68.7%-41.5pp | 80.3%-53.0pp |
| Annual return | 18.00% | 203.52%-185.5pp | 133.47%-115.5pp | 550.52%-532.5pp |
| Employer contribution / active EE | $1,533 | $3,093-50.4% | $2,422-36.7% | $4,662-67.1% |
| Participant deferral / active EE | $5,309 | $4,918+8.0% | $4,415+20.2% | $6,690-20.6% |
| Admin fee / account holder | $748 | $10,256-92.7% | $8,290-91.0% | $13,400-94.4% |