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 | $285,032 | $129,737+119.7% | $119,126+139.3% | $154,746+84.2% |
| Participation rate | 8.3% | 78.9%-70.5pp | 75.8%-67.4pp | 80.7%-72.4pp |
| Annual return | 13.66% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $9,263 | $4,375+111.7% | $4,034+129.6% | $4,379+111.5% |
| Participant deferral / active EE | $5,190 | $5,842-11.2% | $5,318-2.4% | $6,730-22.9% |
| Admin fee / account holder | $118,110 | $11,961+887.5% | $10,693+1004.5% | $14,365+722.2% |