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 | $592,307 | $55,930+959.0% | $76,089+678.4% | $80,925+631.9% |
| Participation rate | 55.6% | 62.1%-6.5pp | 69.1%-13.5pp | 67.7%-12.1pp |
| Annual return | 137.45% | 20.58%+116.9pp | 360.94%-223.5pp | 35.65%+101.8pp |
| Employer contribution / active EE | $1,642 | $1,866-12.0% | $2,690-39.0% | $2,756-40.4% |
| Participant deferral / active EE | $2,777 | $3,051-9.0% | $4,259-34.8% | $4,299-35.4% |
| Admin fee / account holder | $17,657 | $5,241+236.9% | $6,418+175.1% | $6,940+154.4% |