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 | $261,221 | $217,432+20.1% | $185,849+40.6% | $167,536+55.9% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 9.24% | 148.42%-139.2pp | 122.10%-112.9pp | 478.82%-469.6pp |
| Employer contribution / active EE | $10,078 | $5,875+71.6% | $5,169+95.0% | $4,839+108.3% |
| Participant deferral / active EE | $4,970 | $6,357-21.8% | $5,569-10.8% | $6,342-21.6% |
| Admin fee / account holder | $18,376 | $19,818-7.3% | $16,244+13.1% | $12,315+49.2% |