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 | $347,411 | $111,878+210.5% | $93,727+270.7% | $145,897+138.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 13.93% | 204.28%-190.3pp | 133.83%-119.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $731 | $3,092-76.4% | $2,421-69.8% | $4,663-84.3% |
| Participant deferral / active EE | $3,822 | $4,920-22.3% | $4,417-13.5% | $6,689-42.9% |
| Admin fee / account holder | $1,656 | $10,256-83.9% | $8,292-80.0% | $13,390-87.6% |