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 | $251,960 | $125,184+101.3% | $105,607+138.6% | $145,884+72.7% |
| Participation rate | 61.5% | 77.6%-16.1pp | 75.3%-13.7pp | 80.3%-18.8pp |
| Annual return | 9.26% | 225.00%-215.7pp | 116.11%-106.8pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,048 | $3,720-71.8% | $3,167-66.9% | $4,662-77.5% |
| Participant deferral / active EE | $5,406 | $5,714-5.4% | $5,011+7.9% | $6,690-19.2% |
| Admin fee / account holder | $10,743 | $17,133-37.3% | $10,958-2.0% | $13,392-19.8% |