Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $439,034 | $149,040+194.6% | $120,225+265.2% | $137,256+219.9% |
| Participation rate | 28.6% | 75.4%-46.8pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 52.45% | 605.68%-553.2pp | 439.23%-386.8pp | 220.34%-167.9pp |
| Employer contribution / active EE | $1,337 | $4,350-69.3% | $3,475-61.5% | $4,156-67.8% |
| Participant deferral / active EE | $4,139 | $4,655-11.1% | $3,999+3.5% | $6,407-35.4% |
| Admin fee / account holder | $1,019 | $6,348-84.0% | $5,696-82.1% | $12,270-91.7% |