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 | $454,040 | $111,878+305.8% | $93,727+384.4% | $145,897+211.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 21.30% | 204.28%-183.0pp | 133.83%-112.5pp | 552.29%-531.0pp |
| Employer contribution / active EE | $1,169 | $3,092-62.2% | $2,421-51.7% | $4,663-74.9% |
| Participant deferral / active EE | $6,052 | $4,920+23.0% | $4,417+37.0% | $6,689-9.5% |
| Admin fee / account holder | $2,269 | $10,256-77.9% | $8,292-72.6% | $13,390-83.1% |