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 | $258,672 | $175,231+47.6% | $149,696+72.8% | $139,466+85.5% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 26.11% | 166.77%-140.7pp | 134.46%-108.3pp | 373.66%-347.6pp |
| Employer contribution / active EE | $2,648 | $5,478-51.7% | $4,821-45.1% | $4,754-44.3% |
| Participant deferral / active EE | $5,643 | $6,521-13.5% | $5,682-0.7% | $6,712-15.9% |
| Admin fee / account holder | $21,821 | $16,155+35.1% | $13,212+65.2% | $11,409+91.3% |