Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $430,958 | $70,366+512.5% | $66,674+546.4% | $138,895+210.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 14.88% | 386.41%-371.5pp | 321.24%-306.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,315 | $2,765-16.3% | $2,620-11.6% | $4,194-44.8% |
| Participant deferral / active EE | $9,302 | $4,374+112.7% | $4,084+127.8% | $6,396+45.4% |
| Admin fee / account holder | $6,679 | $5,262+26.9% | $5,098+31.0% | $12,562-46.8% |