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 | $466,141 | $165,399+181.8% | $149,745+211.3% | $158,982+193.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.77% | 348.34%-331.6pp | 276.72%-260.0pp | 302.99%-286.2pp |
| Employer contribution / active EE | $1,825 | $5,105-64.2% | $4,646-60.7% | $4,763-61.7% |
| Participant deferral / active EE | $12,683 | $7,183+76.6% | $6,843+85.3% | $5,983+112.0% |
| Admin fee / account holder | $397 | $10,811-96.3% | $9,312-95.7% | $11,252-96.5% |