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 | $656,893 | $176,105+273.0% | $159,474+311.9% | $167,536+292.1% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 26.47% | 331.91%-305.4pp | 263.68%-237.2pp | 478.82%-452.3pp |
| Employer contribution / active EE | $4,258 | $5,299-19.6% | $4,831-11.8% | $4,839-12.0% |
| Participant deferral / active EE | $12,817 | $7,751+65.3% | $7,353+74.3% | $6,342+102.1% |
| Admin fee / account holder | $3,692 | $12,559-70.6% | $10,802-65.8% | $12,315-70.0% |