Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $305,206 | $90,530+237.1% | $76,030+301.4% | $145,897+109.2% |
| Participation rate | 21.4% | 74.4%-53.0pp | 69.1%-47.6pp | 80.3%-58.9pp |
| Annual return | 15.14% | 625.08%-609.9pp | 361.54%-346.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $5,264 | $3,319+58.6% | $2,688+95.9% | $4,663+12.9% |
| Participant deferral / active EE | $3,450 | $5,164-33.2% | $4,257-19.0% | $6,689-48.4% |
| Admin fee / account holder | $1,570 | $8,383-81.3% | $6,421-75.5% | $13,390-88.3% |