Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $568,667 | $166,131+242.3% | $164,975+244.7% | $145,877+289.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 21.72% | 100.37%-78.7pp | 70.12%-48.4pp | 551.28%-529.6pp |
| Employer contribution / active EE | $1,370 | $5,276-74.0% | $4,343-68.5% | $4,663-70.6% |
| Participant deferral / active EE | $5,478 | $6,962-21.3% | $6,033-9.2% | $6,691-18.1% |
| Admin fee / account holder | $6,111 | $16,648-63.3% | $12,688-51.8% | $13,402-54.4% |