Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $304,886 | $110,093+176.9% | $97,295+213.4% | $145,897+109.0% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.4pp | 80.3%-58.1pp |
| Annual return | 7.99% | 244.76%-236.8pp | 75.62%-67.6pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,727 | $3,077-43.9% | $2,723-36.6% | $4,663-63.0% |
| Participant deferral / active EE | $5,406 | $4,678+15.6% | $4,264+26.8% | $6,689-19.2% |
| Admin fee / account holder | $5,888 | $6,212-5.2% | $5,646+4.3% | $13,390-56.0% |