Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $403,118 | $227,633+77.1% | $189,597+112.6% | $167,553+140.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | 22.79% | 78.45%-55.7pp | 64.20%-41.4pp | 478.89%-456.1pp |
| Employer contribution / active EE | $2,275 | $5,317-57.2% | $4,412-48.4% | $4,840-53.0% |
| Participant deferral / active EE | $7,996 | $7,003+14.2% | $6,174+29.5% | $6,343+26.1% |
| Admin fee / account holder | $2,585 | $11,879-78.2% | $9,807-73.6% | $12,316-79.0% |