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 | $410,402 | $88,754+362.4% | $81,820+401.6% | $145,877+181.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 18.13% | 1031.77%-1013.6pp | 777.93%-759.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $2,295 | $3,085-25.6% | $2,915-21.3% | $4,663-50.8% |
| Participant deferral / active EE | $8,676 | $4,648+86.7% | $4,323+100.7% | $6,691+29.7% |
| Admin fee / account holder | $1,431 | $8,424-83.0% | $7,391-80.6% | $13,402-89.3% |