Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $266,057 | $159,978+66.3% | $147,041+80.9% | $145,978+82.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 16.83% | 98.36%-81.5pp | 419.21%-402.4pp | 550.52%-533.7pp |
| Employer contribution / active EE | $2,573 | $5,288-51.3% | $4,935-47.9% | $4,662-44.8% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,690+52.0% |
| Admin fee / account holder | $443 | $15,053-97.1% | $13,006-96.6% | $13,400-96.7% |