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 | $384,651 | $102,385+275.7% | $147,080+161.5% | $80,935+375.3% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 14.93% | 135.09%-120.2pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $3,304 | $3,717-11.1% | $4,933-33.0% | $2,757+19.8% |
| Participant deferral / active EE | $4,774 | $6,651-28.2% | $8,066-40.8% | $4,299+11.0% |
| Admin fee / account holder | $33,569 | $7,951+322.2% | $12,989+158.4% | $6,924+384.8% |