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 | $280,998 | $129,737+116.6% | $119,126+135.9% | $154,746+81.6% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 14.51% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,620 | $4,375-40.1% | $4,034-35.1% | $4,379-40.2% |
| Participant deferral / active EE | $9,754 | $5,842+67.0% | $5,318+83.4% | $6,730+44.9% |
| Admin fee / account holder | $23,377 | $11,961+95.4% | $10,693+118.6% | $14,365+62.7% |