Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $278,348 | $175,259+58.8% | $149,723+85.9% | $139,487+99.6% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 16.28% | 166.82%-150.5pp | 134.50%-118.2pp | 373.84%-357.6pp |
| Employer contribution / active EE | $1,721 | $5,478-68.6% | $4,821-64.3% | $4,755-63.8% |
| Participant deferral / active EE | $3,952 | $6,522-39.4% | $5,682-30.4% | $6,713-41.1% |
| Admin fee / account holder | $1,503 | $16,158-90.7% | $13,215-88.6% | $11,407-86.8% |