Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $357,693 | $180,749+97.9% | $160,784+122.5% | $137,256+160.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 21.51% | 2234.46%-2213.0pp | 1803.92%-1782.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $7,007 | $4,155+68.6% | $3,733+87.7% | $4,156+68.6% |
| Participant deferral / active EE | $14,724 | $6,844+115.1% | $6,293+134.0% | $6,407+129.8% |
| Admin fee / account holder | $1,531 | $10,397-85.3% | $9,717-84.2% | $12,270-87.5% |