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 | $581,351 | $160,070+263.2% | $147,117+295.2% | $145,897+298.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 21.89% | 98.69%-76.8pp | 420.54%-398.6pp | 552.29%-530.4pp |
| Employer contribution / active EE | $3,742 | $5,285-29.2% | $4,932-24.1% | $4,663-19.7% |
| Participant deferral / active EE | $7,890 | $8,419-6.3% | $8,065-2.2% | $6,689+17.9% |
| Admin fee / account holder | $34,577 | $15,035+130.0% | $12,993+166.1% | $13,390+158.2% |