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 | $1,223,753 | $201,344+507.8% | $184,243+564.2% | $145,877+738.9% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 10.83% | 29.01%-18.2pp | 28.82%-18.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $11,340 | $7,022+61.5% | $6,427+76.4% | $4,663+143.2% |
| Participant deferral / active EE | $30,483 | $9,807+210.8% | $9,132+233.8% | $6,691+355.6% |
| Admin fee / account holder | $218,621 | $16,382+1234.5% | $13,914+1471.3% | $13,402+1531.2% |