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 | $275,371 | $70,121+292.7% | $63,803+331.6% | $138,895+98.3% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 12.91% | 946.48%-933.6pp | 543.72%-530.8pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,516 | $2,882-12.7% | $2,532-0.6% | $4,194-40.0% |
| Participant deferral / active EE | $9,318 | $4,535+105.5% | $3,843+142.5% | $6,396+45.7% |
| Admin fee / account holder | $51,437 | $6,738+663.4% | $5,196+889.8% | $12,562+309.5% |