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 | $291,286 | $88,815+228.0% | $81,882+255.7% | $145,897+99.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 14.18% | 1033.75%-1019.6pp | 779.47%-765.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,993 | $3,086-35.4% | $2,916-31.7% | $4,663-57.3% |
| Participant deferral / active EE | $9,963 | $4,647+114.4% | $4,323+130.5% | $6,689+48.9% |
| Admin fee / account holder | $1,709 | $8,434-79.7% | $7,360-76.8% | $13,390-87.2% |