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 | $290,581 | $227,399+27.8% | $189,758+53.1% | $198,609+46.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 12.34% | 61.03%-48.7pp | 52.62%-40.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $1,738 | $5,526-68.6% | $4,767-63.5% | $5,055-65.6% |
| Participant deferral / active EE | $7,033 | $6,837+2.9% | $5,856+20.1% | $6,977+0.8% |
| Admin fee / account holder | $6,741 | $25,162-73.2% | $20,388-66.9% | $19,030-64.6% |