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 | $364,074 | $100,203+263.3% | $85,240+327.1% | $145,897+149.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 16.03% | 84.28%-68.2pp | 66.75%-50.7pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,234 | $3,242-61.9% | $2,735-54.9% | $4,663-73.5% |
| Participant deferral / active EE | $7,560 | $5,299+42.7% | $4,527+67.0% | $6,689+13.0% |
| Admin fee / account holder | $69,093 | $7,265+851.0% | $6,165+1020.8% | $13,390+416.0% |