Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $336,413 | $165,361+103.4% | $149,715+124.7% | $158,950+111.6% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 8.24% | 348.24%-340.0pp | 276.66%-268.4pp | 302.91%-294.7pp |
| Employer contribution / active EE | $9,750 | $5,103+91.0% | $4,645+109.9% | $4,762+104.7% |
| Participant deferral / active EE | $9,500 | $7,182+32.3% | $6,842+38.8% | $5,983+58.8% |
| Admin fee / account holder | $1,114 | $10,808-89.7% | $9,310-88.0% | $11,248-90.1% |