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 | $567,512 | $129,737+337.4% | $119,126+376.4% | $154,746+266.7% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 17.31% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,682 | $4,375-15.8% | $4,034-8.7% | $4,379-15.9% |
| Participant deferral / active EE | $18,167 | $5,842+211.0% | $5,318+241.6% | $6,730+169.9% |
| Admin fee / account holder | $407 | $11,961-96.6% | $10,693-96.2% | $14,365-97.2% |