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 | $409,650 | $183,539+123.2% | $155,556+163.3% | $145,897+180.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.66% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $8,780 | $5,315+65.2% | $4,675+87.8% | $4,663+88.3% |
| Participant deferral / active EE | $9,937 | $6,467+53.7% | $5,631+76.5% | $6,689+48.6% |
| Admin fee / account holder | $17,415 | $19,275-9.6% | $15,885+9.6% | $13,390+30.1% |