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 | $294,386 | $108,897+170.3% | $100,378+193.3% | $145,877+101.8% |
| Participation rate | 65.0% | 83.0%-18.0pp | 81.5%-16.5pp | 80.3%-15.3pp |
| Annual return | 11.29% | 58.17%-46.9pp | 49.41%-38.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,704 | $8,455+26.6% | $8,087+32.4% | $6,691+60.0% |
| Admin fee / account holder | $2,204 | $9,690-77.3% | $7,899-72.1% | $13,402-83.6% |