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 | $373,610 | $159,978+133.5% | $147,041+154.1% | $145,978+155.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 13.13% | 98.36%-85.2pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $3,472 | $5,288-34.3% | $4,935-29.6% | $4,662-25.5% |
| Participant deferral / active EE | $6,497 | $8,429-22.9% | $8,071-19.5% | $6,690-2.9% |
| Admin fee / account holder | $5,630 | $15,053-62.6% | $13,006-56.7% | $13,400-58.0% |