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 | $587,354 | $150,447+290.4% | $136,298+330.9% | $147,586+298.0% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 16.91% | 1049.15%-1032.2pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $12,448 | $5,256+136.8% | $4,696+165.1% | $4,876+155.3% |
| Participant deferral / active EE | $6,222 | $6,631-6.2% | $6,247-0.4% | $5,439+14.4% |
| Admin fee / account holder | $2,938 | $10,906-73.1% | $9,244-68.2% | $10,886-73.0% |