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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,138,155 | $125,190+809.1% | $105,624+977.6% | $145,897+680.1% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 31.03% | 225.22%-194.2pp | 116.20%-85.2pp | 552.29%-521.3pp |
| Employer contribution / active EE | $37,552 | $3,720+909.4% | $3,168+1085.5% | $4,663+705.4% |
| Participant deferral / active EE | $1,015 | $5,716-82.2% | $5,013-79.8% | $6,689-84.8% |
| Admin fee / account holder | $22,526 | $17,138+31.4% | $10,961+105.5% | $13,390+68.2% |