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 | $386,268 | $97,732+295.2% | $83,831+360.8% | $135,380+185.3% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -5.89% | 1287.56%-1293.4pp | 850.99%-856.9pp | 519.81%-525.7pp |
| Employer contribution / active EE | $8,044 | $4,222+90.5% | $3,631+121.5% | $4,779+68.3% |
| Participant deferral / active EE | $6,565 | $4,683+40.2% | $4,082+60.8% | $5,609+17.1% |
| Admin fee / account holder | $15,813 | $6,675+136.9% | $5,479+188.6% | $10,828+46.0% |