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 | $286,003 | $160,040+78.7% | $147,096+94.4% | $145,877+96.1% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 16.21% | 98.49%-82.3pp | 419.75%-403.5pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,376 | $5,289-36.2% | $4,936-31.6% | $4,663-27.6% |
| Participant deferral / active EE | $8,463 | $8,429+0.4% | $8,071+4.9% | $6,691+26.5% |
| Admin fee / account holder | $5,257 | $15,050-65.1% | $13,005-59.6% | $13,402-60.8% |