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 | $586,143 | $104,924+458.6% | $84,623+592.7% | $152,885+283.4% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 28.54% | 373.82%-345.3pp | 258.77%-230.2pp | 345.39%-316.9pp |
| Employer contribution / active EE | $768 | $3,302-76.7% | $2,652-71.0% | $4,763-83.9% |
| Participant deferral / active EE | $16,333 | $4,689+248.4% | $3,899+318.9% | $5,851+179.2% |
| Admin fee / account holder | $2,502 | $6,242-59.9% | $4,913-49.1% | $11,598-78.4% |