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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,420,630 | $167,362+4931.4% | $143,799+5755.8% | $134,532+6159.2% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -18.63% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $20,000 | $5,620+255.8% | $4,952+303.9% | $4,741+321.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $455,308 | $18,094+2416.4% | $14,677+3002.2% | $11,429+3884.0% |