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 | $308,907 | $111,814+176.3% | $103,374+198.8% | $145,959+111.6% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.7pp |
| Annual return | 20.35% | 24.77%-4.4pp | 24.89%-4.5pp | 561.95%-541.6pp |
| Employer contribution / active EE | $6,579 | $4,214+56.1% | $3,869+70.0% | $4,661+41.2% |
| Participant deferral / active EE | $6,886 | $5,618+22.6% | $5,058+36.2% | $6,689+3.0% |
| Admin fee / account holder | $37,069 | $9,754+280.0% | $8,394+341.6% | $13,398+176.7% |