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 | $256,507 | $226,135+13.4% | $182,558+40.5% | $152,909+67.8% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 25.70% | 192.60%-166.9pp | 148.59%-122.9pp | 345.46%-319.8pp |
| Employer contribution / active EE | $2,276 | $4,979-54.3% | $4,076-44.2% | $4,764-52.2% |
| Participant deferral / active EE | $4,951 | $6,371-22.3% | $5,526-10.4% | $5,851-15.4% |
| Admin fee / account holder | $1,137 | $10,707-89.4% | $8,594-86.8% | $11,601-90.2% |