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 | $863,686 | $174,379+395.3% | $152,093+467.9% | $138,895+521.8% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 13.16% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,553 | $4,652-45.1% | $4,175-38.8% | $4,194-39.1% |
| Participant deferral / active EE | $12,283 | $6,159+99.4% | $5,451+125.3% | $6,396+92.0% |
| Admin fee / account holder | $3,186 | $16,880-81.1% | $14,497-78.0% | $12,562-74.6% |