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 | $324,165 | $76,519+323.6% | $56,025+478.6% | $145,897+122.2% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 17.94% | 3017.03%-2999.1pp | 1712.69%-1694.7pp | 552.29%-534.3pp |
| Employer contribution / active EE | $403 | $1,383-70.8% | $1,042-61.3% | $4,663-91.4% |
| Participant deferral / active EE | $2,813 | $2,624+7.2% | $1,955+43.9% | $6,689-57.9% |
| Admin fee / account holder | $2,775 | $3,331-16.7% | $2,828-1.9% | $13,390-79.3% |