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 | $377,501 | $110,801+240.7% | $86,615+335.8% | $167,536+125.3% |
| Participation rate | 35.7% | 75.8%-40.1pp | 71.6%-35.9pp | 82.1%-46.4pp |
| Annual return | 15.80% | 116.96%-101.2pp | 63.51%-47.7pp | 478.82%-463.0pp |
| Employer contribution / active EE | $253 | $3,245-92.2% | $2,496-89.9% | $4,839-94.8% |
| Participant deferral / active EE | $2,861 | $4,547-37.1% | $3,699-22.6% | $6,342-54.9% |
| Admin fee / account holder | $2,756 | $8,417-67.3% | $5,830-52.7% | $12,315-77.6% |