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 | $597,867 | $159,978+273.7% | $147,041+306.6% | $145,978+309.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.16% | 98.36%-81.2pp | 419.21%-402.1pp | 550.52%-533.4pp |
| Employer contribution / active EE | $7,563 | $5,288+43.0% | $4,935+53.3% | $4,662+62.2% |
| Participant deferral / active EE | $5,973 | $8,429-29.1% | $8,071-26.0% | $6,690-10.7% |
| Admin fee / account holder | $5,000 | $15,053-66.8% | $13,006-61.6% | $13,400-62.7% |