Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $362,057 | $160,070+126.2% | $147,117+146.1% | $145,897+148.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 552.07% | 98.69%+453.4pp | 420.54%+131.5pp | 552.29%-0.2pp |
| Employer contribution / active EE | $1,550 | $5,285-70.7% | $4,932-68.6% | $4,663-66.8% |
| Participant deferral / active EE | $9,275 | $8,419+10.2% | $8,065+15.0% | $6,689+38.7% |
| Admin fee / account holder | $1,324 | $15,035-91.2% | $12,993-89.8% | $13,390-90.1% |