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 | $557,527 | $106,005+425.9% | $92,239+504.4% | $147,585+277.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 14.11% | 50.05%-35.9pp | 176.29%-162.2pp | 578.58%-564.5pp |
| Employer contribution / active EE | $23,876 | $4,333+451.0% | $3,680+548.9% | $4,876+389.6% |
| Participant deferral / active EE | $12,000 | $4,478+168.0% | $3,897+207.9% | $5,439+120.6% |
| Admin fee / account holder | $6,141 | $6,333-3.0% | $5,194+18.2% | $10,886-43.6% |