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 | $263,386 | $88,778+196.7% | $81,844+221.8% | $145,884+80.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 2192.24% | 1033.03%+1159.2pp | 778.87%+1413.4pp | 551.85%+1640.4pp |
| Employer contribution / active EE | $2,696 | $3,087-12.7% | $2,916-7.6% | $4,662-42.2% |
| Participant deferral / active EE | $9,627 | $4,648+107.1% | $4,323+122.7% | $6,690+43.9% |
| Admin fee / account holder | $902 | $8,430-89.3% | $7,355-87.7% | $13,392-93.3% |