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 | $303,116 | $175,231+73.0% | $149,696+102.5% | $139,466+117.3% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 17.93% | 166.77%-148.8pp | 134.46%-116.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $8,385 | $5,478+53.1% | $4,821+73.9% | $4,754+76.4% |
| Participant deferral / active EE | $10,783 | $6,521+65.3% | $5,682+89.8% | $6,712+60.6% |
| Admin fee / account holder | $5,448 | $16,155-66.3% | $13,212-58.8% | $11,409-52.2% |