Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $389,867 | $183,539+112.4% | $155,556+150.6% | $145,897+167.2% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 22.67% | 61.31%-38.6pp | 64.84%-42.2pp | 552.29%-529.6pp |
| Employer contribution / active EE | $3,827 | $5,315-28.0% | $4,675-18.1% | $4,663-17.9% |
| Participant deferral / active EE | $3,587 | $6,467-44.5% | $5,631-36.3% | $6,689-46.4% |
| Admin fee / account holder | $4,733 | $19,275-75.4% | $15,885-70.2% | $13,390-64.7% |