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 | $254,106 | $202,342+25.6% | $172,753+47.1% | $152,909+66.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.65% | 1029.88%-1008.2pp | 803.00%-781.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,716 | $5,857-70.7% | $5,144-66.6% | $4,764-64.0% |
| Participant deferral / active EE | $4,638 | $5,948-22.0% | $5,198-10.8% | $5,851-20.7% |
| Admin fee / account holder | $1,630 | $17,112-90.5% | $13,956-88.3% | $11,601-85.9% |