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 | $425,000 | $154,754+174.6% | $124,206+242.2% | $138,895+206.0% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.6%-14.0pp | 79.9%-24.4pp |
| Annual return | 12.58% | 709.28%-696.7pp | 515.27%-502.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,447 | $4,446-45.0% | $3,540-30.9% | $4,194-41.7% |
| Participant deferral / active EE | $16,611 | $4,621+259.5% | $3,968+318.7% | $6,396+159.7% |
| Admin fee / account holder | $3,188 | $6,690-52.3% | $5,929-46.2% | $12,562-74.6% |