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 | $460,785 | $202,440+127.6% | $169,390+172.0% | $139,466+230.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 10.61% | 532.36%-521.8pp | 406.07%-395.5pp | 373.66%-363.1pp |
| Employer contribution / active EE | $1,278 | $4,693-72.8% | $4,013-68.2% | $4,754-73.1% |
| Participant deferral / active EE | $8,804 | $6,940+26.9% | $6,222+41.5% | $6,712+31.2% |
| Admin fee / account holder | $2,975 | $10,722-72.3% | $9,015-67.0% | $11,409-73.9% |