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 | $327,988 | $117,859+178.3% | $102,438+220.2% | $145,959+124.7% |
| Participation rate | 13.3% | 78.6%-65.3pp | 76.5%-63.2pp | 80.3%-67.0pp |
| Annual return | 16.60% | 31.72%-15.1pp | 29.37%-12.8pp | 561.95%-545.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,323 | $5,732-59.5% | $5,054-54.0% | $6,689-65.3% |
| Admin fee / account holder | $11,762 | $13,318-11.7% | $9,448+24.5% | $13,398-12.2% |