Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $295,669 | $76,634+285.8% | $56,054+427.5% | $145,978+102.5% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 12.31% | 3004.33%-2992.0pp | 1705.95%-1693.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $936 | $1,380-32.2% | $1,039-9.9% | $4,662-79.9% |
| Participant deferral / active EE | $6,084 | $2,622+132.0% | $1,952+211.6% | $6,690-9.1% |
| Admin fee / account holder | $1,316 | $3,321-60.4% | $2,822-53.4% | $13,400-90.2% |