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 | $382,419 | $171,492+123.0% | $150,734+153.7% | $198,609+92.5% |
| Participation rate | 45.5% | 81.4%-36.0pp | 78.4%-33.0pp | 82.4%-36.9pp |
| Annual return | 16.34% | 804.70%-788.4pp | 600.81%-584.5pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,661 | $5,470-51.3% | $4,918-45.9% | $5,055-47.4% |
| Participant deferral / active EE | $3,913 | $6,259-37.5% | $5,610-30.3% | $6,977-43.9% |
| Admin fee / account holder | $2,690 | $17,628-84.7% | $14,905-82.0% | $19,030-85.9% |