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 | $440,573 | $171,867+156.3% | $149,721+194.3% | $147,586+198.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 39.03% | 2113.36%-2074.3pp | 1501.67%-1462.6pp | 578.59%-539.6pp |
| Employer contribution / active EE | $2,747 | $6,275-56.2% | $5,444-49.5% | $4,876-43.7% |
| Participant deferral / active EE | $4,908 | $7,270-32.5% | $6,568-25.3% | $5,439-9.8% |
| Admin fee / account holder | $13,486 | $13,799-2.3% | $11,282+19.5% | $10,886+23.9% |