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 | $300,439 | $160,070+87.7% | $147,117+104.2% | $145,897+105.9% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 9.84% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,523 | $5,285-71.2% | $4,932-69.1% | $4,663-67.3% |
| Participant deferral / active EE | $4,992 | $8,419-40.7% | $8,065-38.1% | $6,689-25.4% |
| Admin fee / account holder | $28,221 | $15,035+87.7% | $12,993+117.2% | $13,390+110.8% |