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 | $407,705 | $114,119+257.3% | $107,187+280.4% | $138,895+193.5% |
| Participation rate | 15.4% | 78.1%-62.7pp | 75.0%-59.6pp | 79.9%-64.5pp |
| Annual return | 13.75% | 273.21%-259.5pp | 204.55%-190.8pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,171 | $4,059-71.1% | $3,782-69.0% | $4,194-72.1% |
| Participant deferral / active EE | $6,705 | $5,538+21.1% | $5,096+31.6% | $6,396+4.8% |
| Admin fee / account holder | $868 | $10,024-91.3% | $9,162-90.5% | $12,562-93.1% |