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 | $357,103 | $226,135+57.9% | $182,558+95.6% | $152,909+133.5% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 27.73% | 192.60%-164.9pp | 148.59%-120.9pp | 345.46%-317.7pp |
| Employer contribution / active EE | $3,585 | $4,979-28.0% | $4,076-12.1% | $4,764-24.8% |
| Participant deferral / active EE | $15,125 | $6,371+137.4% | $5,526+173.7% | $5,851+158.5% |
| Admin fee / account holder | $1,229 | $10,707-88.5% | $8,594-85.7% | $11,601-89.4% |