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 | $669,396 | $155,833+329.6% | $124,693+436.8% | $167,536+299.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 14.81% | 17.98%-3.2pp | 5144.19%-5129.4pp | 478.82%-464.0pp |
| Employer contribution / active EE | $888 | $4,164-78.7% | $3,324-73.3% | $4,839-81.7% |
| Participant deferral / active EE | $4,333 | $5,675-23.6% | $4,615-6.1% | $6,342-31.7% |
| Admin fee / account holder | $2,007 | $9,534-79.0% | $7,494-73.2% | $12,315-83.7% |