Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $352,802 | $210,698+67.4% | $178,014+98.2% | $145,959+141.7% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 13.77% | 386.27%-372.5pp | 294.80%-281.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,731 | $4,567-62.1% | $3,950-56.2% | $4,661-62.9% |
| Participant deferral / active EE | $7,117 | $6,958+2.3% | $6,276+13.4% | $6,689+6.4% |
| Admin fee / account holder | $49,015 | $12,016+307.9% | $10,362+373.1% | $13,398+265.8% |