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 | $465,206 | $217,432+114.0% | $185,849+150.3% | $167,536+177.7% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 9.16% | 148.42%-139.3pp | 122.10%-112.9pp | 478.82%-469.7pp |
| Employer contribution / active EE | $5,425 | $5,875-7.7% | $5,169+5.0% | $4,839+12.1% |
| Participant deferral / active EE | $5,200 | $6,357-18.2% | $5,569-6.6% | $6,342-18.0% |
| Admin fee / account holder | $11,042 | $19,818-44.3% | $16,244-32.0% | $12,315-10.3% |