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 | $460,119 | $149,040+208.7% | $120,225+282.7% | $137,256+235.2% |
| Participation rate | 20.0% | 75.4%-55.4pp | 69.6%-49.6pp | 80.0%-60.0pp |
| Annual return | 13.66% | 605.68%-592.0pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $900 | $4,350-79.3% | $3,475-74.1% | $4,156-78.3% |
| Participant deferral / active EE | $4,700 | $4,655+1.0% | $3,999+17.5% | $6,407-26.6% |
| Admin fee / account holder | $2,949 | $6,348-53.5% | $5,696-48.2% | $12,270-76.0% |