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 | $971,154 | $159,978+507.1% | $147,041+560.5% | $145,978+565.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 86.80% | 98.36%-11.6pp | 419.21%-332.4pp | 550.52%-463.7pp |
| Employer contribution / active EE | $11,732 | $5,288+121.9% | $4,935+137.7% | $4,662+151.7% |
| Participant deferral / active EE | $11,832 | $8,429+40.4% | $8,071+46.6% | $6,690+76.9% |
| Admin fee / account holder | $346,954 | $15,053+2204.8% | $13,006+2567.6% | $13,400+2489.1% |