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 | $856,406 | $110,629+674.1% | $80,784+960.1% | $167,553+411.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 28.17% | 120.58%-92.4pp | 87.31%-59.1pp | 478.89%-450.7pp |
| Employer contribution / active EE | $1,977 | $1,543+28.1% | $1,160+70.4% | $4,840-59.2% |
| Participant deferral / active EE | $9,000 | $2,871+213.5% | $2,145+319.5% | $6,343+41.9% |
| Admin fee / account holder | $9,294 | $4,547+104.4% | $3,380+175.0% | $12,316-24.5% |