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 | $442,563 | $115,810+282.1% | $101,271+337.0% | $158,966+178.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 23.84% | 56.15%-32.3pp | 46.48%-22.6pp | 302.95%-279.1pp |
| Employer contribution / active EE | $1,564 | $4,175-62.5% | $3,660-57.3% | $4,762-67.2% |
| Participant deferral / active EE | $3,709 | $4,958-25.2% | $4,371-15.2% | $5,983-38.0% |
| Admin fee / account holder | $2,819 | $7,248-61.1% | $5,948-52.6% | $11,250-74.9% |