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 | $262,870 | $217,392+20.9% | $185,818+41.5% | $167,497+56.9% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 13.36% | 148.37%-135.0pp | 122.06%-108.7pp | 478.62%-465.3pp |
| Employer contribution / active EE | $13,217 | $5,873+125.0% | $5,168+155.8% | $4,838+173.2% |
| Participant deferral / active EE | $7,252 | $6,357+14.1% | $5,568+30.2% | $6,341+14.4% |
| Admin fee / account holder | $15,361 | $19,813-22.5% | $16,239-5.4% | $12,310+24.8% |