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 | $283,554 | $176,120+61.0% | $159,487+77.8% | $167,553+69.2% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 23.74% | 331.95%-308.2pp | 263.71%-240.0pp | 478.89%-455.2pp |
| Employer contribution / active EE | $2,082 | $5,299-60.7% | $4,831-56.9% | $4,840-57.0% |
| Participant deferral / active EE | $9,750 | $7,752+25.8% | $7,354+32.6% | $6,343+53.7% |
| Admin fee / account holder | $486 | $12,561-96.1% | $10,804-95.5% | $12,316-96.1% |