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 | $338,170 | $81,643+314.2% | $70,462+379.9% | $158,950+112.8% |
| Participation rate | 30.8% | 77.7%-47.0pp | 75.1%-44.3pp | 82.0%-51.2pp |
| Annual return | 12.62% | 208.51%-195.9pp | 109.08%-96.5pp | 302.91%-290.3pp |
| Employer contribution / active EE | $706 | $3,218-78.1% | $2,737-74.2% | $4,762-85.2% |
| Participant deferral / active EE | $4,045 | $4,555-11.2% | $3,710+9.0% | $5,983-32.4% |
| Admin fee / account holder | $2,118 | $6,194-65.8% | $3,845-44.9% | $11,248-81.2% |