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 | $442,558 | $124,346+255.9% | $111,308+297.6% | $167,536+164.2% |
| Participation rate | 44.4% | 79.6%-35.2pp | 77.3%-32.9pp | 82.1%-37.7pp |
| Annual return | 24.06% | 37.45%-13.4pp | 54.67%-30.6pp | 478.82%-454.8pp |
| Employer contribution / active EE | $1,281 | $3,437-62.7% | $2,732-53.1% | $4,839-73.5% |
| Participant deferral / active EE | $6,091 | $5,182+17.6% | $4,487+35.7% | $6,342-4.0% |
| Admin fee / account holder | $16,174 | $10,621+52.3% | $7,965+103.1% | $12,315+31.3% |