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 | $349,613 | $115,810+201.9% | $101,271+245.2% | $158,966+119.9% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 15.14% | 56.15%-41.0pp | 46.48%-31.3pp | 302.95%-287.8pp |
| Employer contribution / active EE | $10,125 | $4,175+142.5% | $3,660+176.6% | $4,762+112.6% |
| Participant deferral / active EE | $6,898 | $4,958+39.1% | $4,371+57.8% | $5,983+15.3% |
| Admin fee / account holder | $18,054 | $7,248+149.1% | $5,948+203.6% | $11,250+60.5% |