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 | $402,474 | $88,815+353.2% | $81,882+391.5% | $145,897+175.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 16.59% | 1033.75%-1017.2pp | 779.47%-762.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $361 | $3,086-88.3% | $2,916-87.6% | $4,663-92.3% |
| Participant deferral / active EE | $2,142 | $4,647-53.9% | $4,323-50.5% | $6,689-68.0% |
| Admin fee / account holder | $4,689 | $8,434-44.4% | $7,360-36.3% | $13,390-65.0% |