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 | $299,070 | $111,878+167.3% | $93,727+219.1% | $145,897+105.0% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.8pp |
| Annual return | 15.10% | 204.28%-189.2pp | 133.83%-118.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,659 | $3,092-46.3% | $2,421-31.5% | $4,663-64.4% |
| Participant deferral / active EE | $5,391 | $4,920+9.6% | $4,417+22.0% | $6,689-19.4% |
| Admin fee / account holder | $7,585 | $10,256-26.0% | $8,292-8.5% | $13,390-43.4% |