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 | $298,440 | $217,432+37.3% | $185,849+60.6% | $167,536+78.1% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 13.38% | 148.42%-135.0pp | 122.10%-108.7pp | 478.82%-465.4pp |
| Employer contribution / active EE | $3,547 | $5,875-39.6% | $5,169-31.4% | $4,839-26.7% |
| Participant deferral / active EE | $7,997 | $6,357+25.8% | $5,569+43.6% | $6,342+26.1% |
| Admin fee / account holder | $2,167 | $19,818-89.1% | $16,244-86.7% | $12,315-82.4% |