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 | $276,171 | $100,805+174.0% | $86,698+218.5% | $134,532+105.3% |
| Participation rate | 16.7% | 79.0%-62.3pp | 76.6%-59.9pp | 81.2%-64.6pp |
| Annual return | -14.36% | 29.09%-43.4pp | 35.95%-50.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $779 | $3,490-77.7% | $2,837-72.5% | $4,741-83.6% |
| Participant deferral / active EE | $1,906 | $5,339-64.3% | $4,656-59.1% | $6,401-70.2% |
| Admin fee / account holder | $4,548 | $10,925-58.4% | $7,493-39.3% | $11,429-60.2% |