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 | $281,248 | $102,429+174.6% | $147,096+91.2% | $80,925+247.5% |
| Participation rate | 44.8% | 75.9%-31.0pp | 82.2%-37.4pp | 67.7%-22.8pp |
| Annual return | 18.97% | 135.02%-116.1pp | 419.75%-400.8pp | 35.65%-16.7pp |
| Employer contribution / active EE | $1,974 | $3,716-46.9% | $4,936-60.0% | $2,756-28.4% |
| Participant deferral / active EE | $4,736 | $6,649-28.8% | $8,071-41.3% | $4,299+10.2% |
| Admin fee / account holder | $838 | $7,957-89.5% | $13,005-93.6% | $6,940-87.9% |