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 | $257,503 | $129,737+98.5% | $119,126+116.2% | $154,746+66.4% |
| Participation rate | 52.6% | 78.9%-26.2pp | 75.8%-23.1pp | 80.7%-28.1pp |
| Annual return | 16.29% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,492 | $4,375-43.1% | $4,034-38.2% | $4,379-43.1% |
| Participant deferral / active EE | $6,815 | $5,842+16.7% | $5,318+28.1% | $6,730+1.3% |
| Admin fee / account holder | $4,518 | $11,961-62.2% | $10,693-57.7% | $14,365-68.5% |