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 | $383,611 | $167,030+129.7% | $135,768+182.5% | $155,188+147.2% |
| Participation rate | 57.1% | 76.2%-19.0pp | 71.1%-13.9pp | 80.8%-23.7pp |
| Annual return | 20.51% | 678.39%-657.9pp | 526.10%-505.6pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,076 | $4,132-74.0% | $3,394-68.3% | $4,248-74.7% |
| Participant deferral / active EE | $5,760 | $4,528+27.2% | $3,977+44.8% | $6,531-11.8% |
| Admin fee / account holder | $4,733 | $8,172-42.1% | $7,048-32.9% | $14,480-67.3% |