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 | $348,903 | $90,614+285.0% | $76,089+358.5% | $145,877+139.2% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 16.04% | 623.80%-607.8pp | 360.94%-344.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,708 | $3,324-48.6% | $2,690-36.5% | $4,663-63.4% |
| Participant deferral / active EE | $7,236 | $5,168+40.0% | $4,259+69.9% | $6,691+8.1% |
| Admin fee / account holder | $7,088 | $8,376-15.4% | $6,418+10.4% | $13,402-47.1% |