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 | $595,936 | $180,749+229.7% | $160,784+270.6% | $137,256+334.2% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 12.56% | 2234.46%-2221.9pp | 1803.92%-1791.4pp | 220.34%-207.8pp |
| Employer contribution / active EE | $8,955 | $4,155+115.5% | $3,733+139.9% | $4,156+115.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,752 | $10,397-73.5% | $9,717-71.7% | $12,270-77.6% |