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 | $296,632 | $102,385+189.7% | $147,080+101.7% | $80,935+266.5% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 17.62% | 135.09%-117.5pp | 420.17%-402.6pp | 35.66%-18.0pp |
| Employer contribution / active EE | $1,252 | $3,717-66.3% | $4,933-74.6% | $2,757-54.6% |
| Participant deferral / active EE | $3,407 | $6,651-48.8% | $8,066-57.8% | $4,299-20.8% |
| Admin fee / account holder | $42,480 | $7,951+434.2% | $12,989+227.1% | $6,924+513.5% |