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 | $410,335 | $125,193+227.8% | $105,591+288.6% | $145,978+181.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 20.71% | 225.53%-204.8pp | 116.43%-95.7pp | 550.52%-529.8pp |
| Employer contribution / active EE | $1,601 | $3,718-57.0% | $3,166-49.4% | $4,662-65.7% |
| Participant deferral / active EE | $6,760 | $5,708+18.4% | $5,008+35.0% | $6,690+1.0% |
| Admin fee / account holder | $1,372 | $17,277-92.1% | $11,024-87.6% | $13,400-89.8% |