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 | $475,366 | $88,754+435.6% | $81,820+481.0% | $145,877+225.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 34.90% | 1031.77%-996.9pp | 777.93%-743.0pp | 551.28%-516.4pp |
| Employer contribution / active EE | $1,200 | $3,085-61.1% | $2,915-58.8% | $4,663-74.3% |
| Participant deferral / active EE | $6,000 | $4,648+29.1% | $4,323+38.8% | $6,691-10.3% |
| Admin fee / account holder | $20,060 | $8,424+138.1% | $7,391+171.4% | $13,402+49.7% |