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 | $529,128 | $183,539+188.3% | $155,556+240.2% | $145,897+262.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 67.25% | 61.31%+5.9pp | 64.84%+2.4pp | 552.29%-485.0pp |
| Employer contribution / active EE | $2,899 | $5,315-45.5% | $4,675-38.0% | $4,663-37.8% |
| Participant deferral / active EE | $15,082 | $6,467+133.2% | $5,631+167.8% | $6,689+125.5% |
| Admin fee / account holder | $986 | $19,275-94.9% | $15,885-93.8% | $13,390-92.6% |