Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $290,842 | $88,815+227.5% | $81,882+255.2% | $145,897+99.3% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 27.90% | 1033.75%-1005.8pp | 779.47%-751.6pp | 552.29%-524.4pp |
| Employer contribution / active EE | $3,098 | $3,086+0.4% | $2,916+6.2% | $4,663-33.6% |
| Participant deferral / active EE | $3,997 | $4,647-14.0% | $4,323-7.6% | $6,689-40.3% |
| Admin fee / account holder | $7,386 | $8,434-12.4% | $7,360+0.4% | $13,390-44.8% |