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 | $388,314 | $169,361+129.3% | $129,397+200.1% | $145,877+166.2% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 14.53% | 14395.54%-14381.0pp | 9453.98%-9439.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $16,488 | $5,542+197.5% | $4,154+296.9% | $4,663+253.6% |
| Participant deferral / active EE | $18,037 | $4,987+261.6% | $4,167+332.8% | $6,691+169.6% |
| Admin fee / account holder | $2,427 | $9,903-75.5% | $7,679-68.4% | $13,402-81.9% |