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 | $285,588 | $217,432+31.3% | $185,849+53.7% | $167,536+70.5% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 11.90% | 148.42%-136.5pp | 122.10%-110.2pp | 478.82%-466.9pp |
| Employer contribution / active EE | $1,563 | $5,875-73.4% | $5,169-69.8% | $4,839-67.7% |
| Participant deferral / active EE | $4,040 | $6,357-36.5% | $5,569-27.5% | $6,342-36.3% |
| Admin fee / account holder | $12,050 | $19,818-39.2% | $16,244-25.8% | $12,315-2.2% |