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 | $541,176 | $152,597+254.6% | $117,533+360.4% | $134,532+302.3% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -2.75% | 53.04%-55.8pp | 29.77%-32.5pp | 418.27%-421.0pp |
| Employer contribution / active EE | $20,000 | $5,576+258.7% | $4,179+378.6% | $4,741+321.8% |
| Participant deferral / active EE | $5,000 | $4,821+3.7% | $4,072+22.8% | $6,401-21.9% |
| Admin fee / account holder | $4,447 | $7,007-36.5% | $5,647-21.3% | $11,429-61.1% |