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 | $616,229 | $185,312+232.5% | $161,489+281.6% | $154,746+298.2% |
| Participation rate | 38.5% | 82.5%-44.0pp | 78.7%-40.2pp | 80.7%-42.2pp |
| Annual return | 92.95% | 103.84%-10.9pp | 89.72%+3.2pp | 172.34%-79.4pp |
| Employer contribution / active EE | $1,617 | $4,769-66.1% | $4,268-62.1% | $4,379-63.1% |
| Participant deferral / active EE | $4,773 | $6,350-24.8% | $5,630-15.2% | $6,730-29.1% |
| Admin fee / account holder | $4,083 | $18,654-78.1% | $16,006-74.5% | $14,365-71.6% |