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 | $257,782 | $100,938+155.4% | $90,461+185.0% | $158,982+62.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 18.74% | 1727.20%-1708.5pp | 1294.76%-1276.0pp | 302.99%-284.3pp |
| Employer contribution / active EE | $862 | $3,691-76.6% | $3,264-73.6% | $4,763-81.9% |
| Participant deferral / active EE | $4,406 | $4,350+1.3% | $3,964+11.1% | $5,983-26.4% |
| Admin fee / account holder | $2,557 | $6,510-60.7% | $5,617-54.5% | $11,252-77.3% |