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 | $370,636 | $183,592+101.9% | $155,567+138.2% | $145,959+153.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 21.83% | 61.24%-39.4pp | 64.74%-42.9pp | 561.95%-540.1pp |
| Employer contribution / active EE | $12,458 | $5,315+134.4% | $4,674+166.5% | $4,661+167.3% |
| Participant deferral / active EE | $9,212 | $6,464+42.5% | $5,628+63.7% | $6,689+37.7% |
| Admin fee / account holder | $3,004 | $19,318-84.4% | $15,916-81.1% | $13,398-77.6% |