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 | $274,203 | $114,093+140.3% | $96,171+185.1% | $167,536+63.7% |
| Participation rate | 17.4% | 75.1%-57.7pp | 68.4%-51.1pp | 82.1%-64.7pp |
| Annual return | 9.47% | 190.00%-180.5pp | 192.04%-182.6pp | 478.82%-469.3pp |
| Employer contribution / active EE | $910 | $3,429-73.5% | $2,799-67.5% | $4,839-81.2% |
| Participant deferral / active EE | $2,847 | $5,197-45.2% | $4,350-34.6% | $6,342-55.1% |
| Admin fee / account holder | $5,019 | $6,899-27.3% | $5,538-9.4% | $12,315-59.2% |