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 | $409,380 | $226,135+81.0% | $182,558+124.2% | $152,909+167.7% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.0%-33.5pp | 82.5%-38.0pp |
| Annual return | 17.83% | 192.60%-174.8pp | 148.59%-130.8pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,207 | $6,371-65.4% | $5,526-60.1% | $5,851-62.3% |
| Admin fee / account holder | $562 | $10,707-94.8% | $8,594-93.5% | $11,601-95.2% |