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 | $422,546 | $127,779+230.7% | $106,551+296.6% | $167,518+152.2% |
| Participation rate | 53.8% | 78.3%-24.4pp | 76.1%-22.3pp | 82.1%-28.3pp |
| Annual return | 37.21% | 33.87%+3.3pp | 26.80%+10.4pp | 478.71%-441.5pp |
| Employer contribution / active EE | $2,082 | $3,427-39.3% | $2,819-26.2% | $4,838-57.0% |
| Participant deferral / active EE | $5,332 | $5,088+4.8% | $4,398+21.2% | $6,342-15.9% |
| Admin fee / account holder | $3,710 | $11,228-67.0% | $7,408-49.9% | $12,312-69.9% |