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 | $303,387 | $142,354+113.1% | $125,529+141.7% | $155,188+95.5% |
| Participation rate | 38.5% | 78.1%-39.6pp | 74.7%-36.3pp | 80.8%-42.3pp |
| Annual return | 14.88% | 306.06%-291.2pp | 202.56%-187.7pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,441 | $3,501-58.8% | $3,058-52.9% | $4,248-66.1% |
| Participant deferral / active EE | $6,877 | $5,491+25.3% | $4,813+42.9% | $6,531+5.3% |
| Admin fee / account holder | $2,650 | $19,392-86.3% | $16,298-83.7% | $14,480-81.7% |