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 | $373,793 | $52,279+615.0% | $89,400+318.1% | $79,858+368.1% |
| Participation rate | 9.4% | 57.5%-48.2pp | 68.0%-58.6pp | 69.6%-60.3pp |
| Annual return | 14.70% | 22.16%-7.5pp | 245.64%-230.9pp | 31.72%-17.0pp |
| Employer contribution / active EE | $304 | $1,572-80.7% | $2,586-88.3% | $2,471-87.7% |
| Participant deferral / active EE | $1,955 | $2,740-28.7% | $3,890-49.7% | $3,740-47.7% |
| Admin fee / account holder | $2,773 | $3,356-17.4% | $4,882-43.2% | $5,306-47.7% |