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 | $405,841 | $165,399+145.4% | $149,745+171.0% | $158,982+155.3% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 16.15% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.8pp |
| Employer contribution / active EE | $3,321 | $5,105-34.9% | $4,646-28.5% | $4,763-30.3% |
| Participant deferral / active EE | $9,497 | $7,183+32.2% | $6,843+38.8% | $5,983+58.7% |
| Admin fee / account holder | $13,184 | $10,811+21.9% | $9,312+41.6% | $11,252+17.2% |