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 | $392,056 | $157,270+149.3% | $141,173+177.7% | $152,870+156.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.4%-44.9pp |
| Annual return | 18.32% | 64.33%-46.0pp | 71.40%-53.1pp | 345.34%-327.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,807 | $7,110-46.5% | $6,710-43.3% | $5,850-34.9% |
| Admin fee / account holder | $190,836 | $12,121+1474.4% | $10,262+1759.6% | $11,597+1545.6% |