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 | $320,797 | $108,942+194.5% | $100,415+219.5% | $145,897+119.9% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 17.25% | 58.27%-41.0pp | 49.47%-32.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,821 | $4,422-58.8% | $3,943-53.8% | $4,663-60.9% |
| Participant deferral / active EE | $11,059 | $8,461+30.7% | $8,091+36.7% | $6,689+65.3% |
| Admin fee / account holder | $4,127 | $9,702-57.5% | $7,906-47.8% | $13,390-69.2% |