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 | $376,074 | $209,422+79.6% | $178,503+110.7% | $158,982+136.6% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 28.30% | 188.81%-160.5pp | 151.12%-122.8pp | 302.99%-274.7pp |
| Employer contribution / active EE | $1,901 | $5,707-66.7% | $5,011-62.1% | $4,763-60.1% |
| Participant deferral / active EE | $6,285 | $5,955+5.5% | $5,202+20.8% | $5,983+5.0% |
| Admin fee / account holder | $456 | $17,079-97.3% | $13,987-96.7% | $11,252-95.9% |