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 | $574,691 | $160,040+259.1% | $147,096+290.7% | $145,877+294.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.03% | 98.49%-81.5pp | 419.75%-402.7pp | 551.28%-534.3pp |
| Employer contribution / active EE | $13,992 | $5,289+164.5% | $4,936+183.5% | $4,663+200.1% |
| Participant deferral / active EE | $7,938 | $8,429-5.8% | $8,071-1.6% | $6,691+18.6% |
| Admin fee / account holder | $124,282 | $15,050+725.8% | $13,005+855.6% | $13,402+827.3% |