Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $255,653 | $152,597+67.5% | $117,533+117.5% | $134,532+90.0% |
| Participation rate | 16.7% | 77.1%-60.4pp | 70.6%-53.9pp | 81.2%-64.6pp |
| Annual return | -14.43% | 53.04%-67.5pp | 29.77%-44.2pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,333 | $5,576-76.1% | $4,179-68.1% | $4,741-71.9% |
| Participant deferral / active EE | $3,417 | $4,821-29.1% | $4,072-16.1% | $6,401-46.6% |
| Admin fee / account holder | $1,803 | $7,007-74.3% | $5,647-68.1% | $11,429-84.2% |