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 | $608,138 | $150,447+304.2% | $136,298+346.2% | $147,586+312.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 17.82% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.8pp |
| Employer contribution / active EE | $3,908 | $5,256-25.7% | $4,696-16.8% | $4,876-19.9% |
| Participant deferral / active EE | $7,965 | $6,631+20.1% | $6,247+27.5% | $5,439+46.4% |
| Admin fee / account holder | $3,798 | $10,906-65.2% | $9,244-58.9% | $10,886-65.1% |