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 | $535,018 | $160,040+234.3% | $147,096+263.7% | $145,877+266.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.22% | 98.49%-76.3pp | 419.75%-397.5pp | 551.28%-529.1pp |
| Employer contribution / active EE | $1,480 | $5,289-72.0% | $4,936-70.0% | $4,663-68.3% |
| Participant deferral / active EE | $15,680 | $8,429+86.0% | $8,071+94.3% | $6,691+134.4% |
| Admin fee / account holder | $3,147 | $15,050-79.1% | $13,005-75.8% | $13,402-76.5% |