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 | $336,831 | $138,102+143.9% | $125,381+168.6% | $134,532+150.4% |
| Participation rate | 31.8% | 84.5%-52.7pp | 82.4%-50.6pp | 81.2%-49.4pp |
| Annual return | -13.63% | 750.73%-764.4pp | 572.31%-585.9pp | 418.27%-431.9pp |
| Employer contribution / active EE | $1,159 | $5,245-77.9% | $4,815-75.9% | $4,741-75.5% |
| Participant deferral / active EE | $3,904 | $7,801-49.9% | $7,448-47.6% | $6,401-39.0% |
| Admin fee / account holder | $1,798 | $11,568-84.5% | $10,007-82.0% | $11,429-84.3% |