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 | $421,993 | $160,070+163.6% | $147,117+186.8% | $145,897+189.2% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 12.25% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,467 | $5,285-72.2% | $4,932-70.3% | $4,663-68.5% |
| Participant deferral / active EE | $9,781 | $8,419+16.2% | $8,065+21.3% | $6,689+46.2% |
| Admin fee / account holder | $2,475 | $15,035-83.5% | $12,993-81.0% | $13,390-81.5% |