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 | $329,828 | $99,995+229.8% | $85,063+287.7% | $145,978+125.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 20.87% | 83.99%-63.1pp | 66.54%-45.7pp | 550.52%-529.6pp |
| Employer contribution / active EE | $622 | $3,231-80.7% | $2,727-77.2% | $4,662-86.7% |
| Participant deferral / active EE | $6,000 | $5,295+13.3% | $4,523+32.7% | $6,690-10.3% |
| Admin fee / account holder | $3,796 | $7,255-47.7% | $6,155-38.3% | $13,400-71.7% |