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 | $3,083,426 | $169,161+1722.8% | $129,295+2284.8% | $145,959+2012.5% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 132.24% | 14348.07%-14215.8pp | 9429.28%-9297.0pp | 561.95%-429.7pp |
| Employer contribution / active EE | $14,600 | $5,543+163.4% | $4,157+251.2% | $4,661+213.3% |
| Participant deferral / active EE | $20,333 | $4,989+307.5% | $4,169+387.7% | $6,689+204.0% |
| Admin fee / account holder | $31,379 | $9,878+217.7% | $7,665+309.4% | $13,398+134.2% |