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 | $394,909 | $124,330+217.6% | $109,173+261.7% | $167,536+135.7% |
| Participation rate | 45.5% | 79.5%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 12.78% | 26.04%-13.3pp | 25.75%-13.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $2,367 | $4,209-43.8% | $3,723-36.4% | $4,839-51.1% |
| Participant deferral / active EE | $6,734 | $5,256+28.1% | $4,654+44.7% | $6,342+6.2% |
| Admin fee / account holder | $2,525 | $7,974-68.3% | $6,755-62.6% | $12,315-79.5% |