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 | $304,166 | $183,592+65.7% | $155,567+95.5% | $145,959+108.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 28.55% | 61.24%-32.7pp | 64.74%-36.2pp | 561.95%-533.4pp |
| Employer contribution / active EE | $11,606 | $5,315+118.4% | $4,674+148.3% | $4,661+149.0% |
| Participant deferral / active EE | $20,000 | $6,464+209.4% | $5,628+255.4% | $6,689+199.0% |
| Admin fee / account holder | $5,674 | $19,318-70.6% | $15,916-64.3% | $13,398-57.6% |