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 | $328,585 | $160,070+105.3% | $147,117+123.4% | $145,897+125.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 20.97% | 98.69%-77.7pp | 420.54%-399.6pp | 552.29%-531.3pp |
| Employer contribution / active EE | $1,797 | $5,285-66.0% | $4,932-63.6% | $4,663-61.5% |
| Participant deferral / active EE | $5,676 | $8,419-32.6% | $8,065-29.6% | $6,689-15.1% |
| Admin fee / account holder | $1,355 | $15,035-91.0% | $12,993-89.6% | $13,390-89.9% |