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 | $292,933 | $102,624+185.4% | $86,200+239.8% | $139,427+110.1% |
| Participation rate | 21.4% | 74.5%-53.1pp | 69.0%-47.5pp | 80.3%-58.9pp |
| Annual return | 16.71% | 1922.69%-1906.0pp | 1168.58%-1151.9pp | 373.27%-356.6pp |
| Employer contribution / active EE | $685 | $3,033-77.4% | $2,381-71.2% | $4,752-85.6% |
| Participant deferral / active EE | $3,553 | $4,676-24.0% | $3,986-10.9% | $6,711-47.1% |
| Admin fee / account holder | $1,339 | $8,658-84.5% | $6,853-80.5% | $11,404-88.3% |