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 | $586,173 | $173,526+237.8% | $136,072+330.8% | $145,884+301.8% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 11.00% | 1167.12%-1156.1pp | 580.46%-569.5pp | 551.85%-540.8pp |
| Employer contribution / active EE | $3,415 | $5,285-35.4% | $4,216-19.0% | $4,662-26.8% |
| Participant deferral / active EE | $15,737 | $8,711+80.7% | $7,028+123.9% | $6,690+135.2% |
| Admin fee / account holder | $23,063 | $9,665+138.6% | $6,718+243.3% | $13,392+72.2% |