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 | $262,024 | $99,009+164.6% | $86,581+202.6% | $147,585+77.5% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 10.54% | 1312.70%-1302.2pp | 965.06%-954.5pp | 578.58%-568.0pp |
| Employer contribution / active EE | $1,802 | $3,132-42.5% | $2,840-36.5% | $4,876-63.1% |
| Participant deferral / active EE | $4,690 | $3,972+18.1% | $3,609+30.0% | $5,439-13.8% |
| Admin fee / account holder | $18,507 | $5,709+224.2% | $4,904+277.4% | $10,886+70.0% |