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 | $254,246 | $92,766+174.1% | $82,763+207.2% | $134,545+89.0% |
| Participation rate | 40.9% | 75.2%-34.3pp | 72.6%-31.7pp | 81.2%-40.3pp |
| Annual return | -14.42% | 946.97%-961.4pp | 702.45%-716.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $1,408 | $3,273-57.0% | $3,008-53.2% | $4,742-70.3% |
| Participant deferral / active EE | $5,026 | $4,802+4.7% | $4,395+14.3% | $6,401-21.5% |
| Admin fee / account holder | $3,404 | $5,978-43.1% | $5,325-36.1% | $11,431-70.2% |