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 | $335,809 | $125,190+168.2% | $105,624+217.9% | $145,897+130.2% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 17.55% | 225.22%-207.7pp | 116.20%-98.7pp | 552.29%-534.7pp |
| Employer contribution / active EE | $2,881 | $3,720-22.6% | $3,168-9.0% | $4,663-38.2% |
| Participant deferral / active EE | $7,691 | $5,716+34.6% | $5,013+53.4% | $6,689+15.0% |
| Admin fee / account holder | $1,843 | $17,138-89.2% | $10,961-83.2% | $13,390-86.2% |