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 | $467,009 | $150,435+210.4% | $120,580+287.3% | $145,897+220.1% |
| Participation rate | 33.3% | 78.8%-45.5pp | 72.0%-38.6pp | 80.3%-47.0pp |
| Annual return | 20.06% | 154.60%-134.5pp | 107.48%-87.4pp | 552.29%-532.2pp |
| Employer contribution / active EE | $2,400 | $4,352-44.9% | $3,469-30.8% | $4,663-48.5% |
| Participant deferral / active EE | $10,000 | $6,174+62.0% | $4,995+100.2% | $6,689+49.5% |
| Admin fee / account holder | $11,491 | $12,182-5.7% | $9,418+22.0% | $13,390-14.2% |