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 | $252,618 | $159,934+58.0% | $147,005+71.8% | $145,959+73.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 19.42% | 98.24%-78.8pp | 418.76%-399.3pp | 561.95%-542.5pp |
| Employer contribution / active EE | $3,261 | $5,287-38.3% | $4,934-33.9% | $4,661-30.0% |
| Participant deferral / active EE | $4,060 | $8,427-51.8% | $8,070-49.7% | $6,689-39.3% |
| Admin fee / account holder | $32,449 | $15,053+115.6% | $13,006+149.5% | $13,398+142.2% |