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 | $363,320 | $160,028+127.0% | $147,080+147.0% | $145,884+149.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.84% | 98.60%-87.8pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $13,603 | $5,286+157.3% | $4,933+175.7% | $4,662+191.8% |
| Participant deferral / active EE | $15,846 | $8,422+88.1% | $8,066+96.4% | $6,690+136.9% |
| Admin fee / account holder | $2,856 | $15,030-81.0% | $12,989-78.0% | $13,392-78.7% |