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 | $331,607 | $102,429+223.7% | $147,096+125.4% | $80,925+309.8% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.7%-4.5pp |
| Annual return | 16.48% | 135.02%-118.5pp | 419.75%-403.3pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,845 | $6,649+138.3% | $8,071+96.3% | $4,299+268.6% |
| Admin fee / account holder | $52,513 | $7,957+560.0% | $13,005+303.8% | $6,940+656.7% |