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 | $277,701 | $175,231+58.5% | $149,696+85.5% | $139,466+99.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 18.26% | 166.77%-148.5pp | 134.46%-116.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,102 | $5,478-61.6% | $4,821-56.4% | $4,754-55.8% |
| Participant deferral / active EE | $16,145 | $6,521+147.6% | $5,682+184.1% | $6,712+140.5% |
| Admin fee / account holder | $55,419 | $16,155+243.0% | $13,212+319.5% | $11,409+385.8% |