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 | $280,737 | $209,422+34.1% | $178,503+57.3% | $158,982+76.6% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 37.16% | 188.81%-151.6pp | 151.12%-114.0pp | 302.99%-265.8pp |
| Employer contribution / active EE | $1,450 | $5,707-74.6% | $5,011-71.1% | $4,763-69.6% |
| Participant deferral / active EE | $4,091 | $5,955-31.3% | $5,202-21.4% | $5,983-31.6% |
| Admin fee / account holder | $13,770 | $17,079-19.4% | $13,987-1.6% | $11,252+22.4% |