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 | $68,097+304.4% | $62,929+337.6% | $137,256+100.6% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 12.91% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,516 | $2,811-10.5% | $2,505+0.5% | $4,156-39.5% |
| Participant deferral / active EE | $9,318 | $4,553+104.7% | $3,888+139.7% | $6,407+45.4% |
| Admin fee / account holder | $51,437 | $6,521+688.7% | $5,065+915.6% | $12,270+319.2% |