Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $520,378 | $96,419+439.7% | $80,648+545.2% | $139,487+273.1% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 12.60% | 1352.86%-1340.3pp | 937.21%-924.6pp | 373.84%-361.2pp |
| Employer contribution / active EE | $1,448 | $3,261-55.6% | $2,724-46.8% | $4,755-69.6% |
| Participant deferral / active EE | $5,289 | $5,225+1.2% | $4,443+19.0% | $6,713-21.2% |
| Admin fee / account holder | $390 | $6,605-94.1% | $5,382-92.8% | $11,407-96.6% |