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 | $411,197 | $114,119+260.3% | $107,187+283.6% | $138,895+196.0% |
| Participation rate | 23.8% | 78.1%-54.3pp | 75.0%-51.2pp | 79.9%-56.1pp |
| Annual return | 14.38% | 273.21%-258.8pp | 204.55%-190.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,062 | $4,059-73.8% | $3,782-71.9% | $4,194-74.7% |
| Participant deferral / active EE | $3,931 | $5,538-29.0% | $5,096-22.9% | $6,396-38.5% |
| Admin fee / account holder | $840 | $10,024-91.6% | $9,162-90.8% | $12,562-93.3% |