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 | $254,710 | $76,608+232.5% | $56,077+354.2% | $145,877+74.6% |
| Participation rate | 15.4% | 63.2%-47.9pp | 52.5%-37.1pp | 80.3%-64.9pp |
| Annual return | 12.04% | 3009.59%-2997.5pp | 1709.28%-1697.2pp | 551.28%-539.2pp |
| Employer contribution / active EE | $522 | $1,382-62.2% | $1,040-49.8% | $4,663-88.8% |
| Participant deferral / active EE | $800 | $2,624-69.5% | $1,954-59.1% | $6,691-88.0% |
| Admin fee / account holder | $2,994 | $3,325-10.0% | $2,825+6.0% | $13,402-77.7% |