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 | $282,287 | $124,351+127.0% | $109,188+158.5% | $167,553+68.5% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 11.06% | 26.04%-15.0pp | 25.76%-14.7pp | 478.89%-467.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,699 | $5,257+8.4% | $4,654+22.5% | $6,343-10.1% |
| Admin fee / account holder | $43,736 | $7,975+448.4% | $6,755+547.4% | $12,316+255.1% |