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 | $289,736 | $884,045-67.2% | $453,569-36.1% | $167,518+73.0% |
| Participation rate | 60.0% | 81.6%-21.6pp | 78.0%-18.0pp | 82.1%-22.1pp |
| Annual return | 17.00% | 29.49%-12.5pp | 64.43%-47.4pp | 478.71%-461.7pp |
| Employer contribution / active EE | $9,354 | $5,538+68.9% | $4,072+129.7% | $4,838+93.3% |
| Participant deferral / active EE | $6,393 | $7,898-19.1% | $6,211+2.9% | $6,342+0.8% |
| Admin fee / account holder | $5,799 | $22,063-73.7% | $11,214-48.3% | $12,312-52.9% |