Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $277,056 | $176,120+57.3% | $159,487+73.7% | $167,553+65.4% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 43.93% | 331.95%-288.0pp | 263.71%-219.8pp | 478.89%-435.0pp |
| Employer contribution / active EE | $1,670 | $5,299-68.5% | $4,831-65.4% | $4,840-65.5% |
| Participant deferral / active EE | $5,098 | $7,752-34.2% | $7,354-30.7% | $6,343-19.6% |
| Admin fee / account holder | $1,025 | $12,561-91.8% | $10,804-90.5% | $12,316-91.7% |