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 | $255,061 | $88,815+187.2% | $81,882+211.5% | $145,897+74.8% |
| Participation rate | 41.2% | 75.1%-33.9pp | 72.4%-31.2pp | 80.3%-39.1pp |
| Annual return | 15.25% | 1033.75%-1018.5pp | 779.47%-764.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,108 | $3,086-64.1% | $2,916-62.0% | $4,663-76.2% |
| Participant deferral / active EE | $6,661 | $4,647+43.3% | $4,323+54.1% | $6,689-0.4% |
| Admin fee / account holder | $1,252 | $8,434-85.2% | $7,360-83.0% | $13,390-90.7% |