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 | $395,123 | $159,978+147.0% | $147,041+168.7% | $145,978+170.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.53% | 98.36%-81.8pp | 419.21%-402.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $12,521 | $5,288+136.8% | $4,935+153.7% | $4,662+168.6% |
| Participant deferral / active EE | $8,519 | $8,429+1.1% | $8,071+5.6% | $6,690+27.3% |
| Admin fee / account holder | $5,580 | $15,053-62.9% | $13,006-57.1% | $13,400-58.4% |