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 | $430,188 | $91,537+370.0% | $130,045+230.8% | $75,173+472.3% |
| Participation rate | 58.1% | 71.5%-13.4pp | 78.5%-20.4pp | 67.2%-9.1pp |
| Annual return | 22.06% | -631.55%+653.6pp | -137.30%+159.4pp | 160.72%-138.7pp |
| Employer contribution / active EE | $3,441 | $2,845+20.9% | $4,321-20.4% | $2,671+28.8% |
| Participant deferral / active EE | $6,580 | $4,343+51.5% | $5,820+13.1% | $4,126+59.5% |
| Admin fee / account holder | $3,353 | $6,780-50.5% | $10,600-68.4% | $5,651-40.7% |