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 | $290,966 | $70,121+314.9% | $63,803+356.0% | $138,895+109.5% |
| Participation rate | 61.5% | 77.2%-15.7pp | 72.7%-11.2pp | 79.9%-18.4pp |
| Annual return | 15.37% | 946.48%-931.1pp | 543.72%-528.3pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,446 | $2,882-49.8% | $2,532-42.9% | $4,194-65.5% |
| Participant deferral / active EE | $4,349 | $4,535-4.1% | $3,843+13.2% | $6,396-32.0% |
| Admin fee / account holder | $6,607 | $6,738-1.9% | $5,196+27.1% | $12,562-47.4% |