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 | $330,874 | $106,008+212.1% | $92,240+258.7% | $147,586+124.2% |
| Participation rate | 36.8% | 80.4%-43.6pp | 76.5%-39.6pp | 82.8%-46.0pp |
| Annual return | 16.05% | 50.05%-34.0pp | 176.29%-160.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,082 | $4,333-51.9% | $3,680-43.4% | $4,876-57.3% |
| Participant deferral / active EE | $5,834 | $4,478+30.3% | $3,897+49.7% | $5,439+7.3% |
| Admin fee / account holder | $6,428 | $6,333+1.5% | $5,194+23.7% | $10,886-41.0% |