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 | $646,040 | $96,630+568.6% | $86,605+646.0% | $139,427+363.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.96% | 106.48%-90.5pp | 591.39%-575.4pp | 373.27%-357.3pp |
| Employer contribution / active EE | $1,863 | $3,264-42.9% | $3,023-38.4% | $4,752-60.8% |
| Participant deferral / active EE | $2,447 | $4,836-49.4% | $4,438-44.9% | $6,711-63.5% |
| Admin fee / account holder | $25,506 | $6,405+298.3% | $5,611+354.5% | $11,404+123.7% |