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 | $319,198 | $180,462+76.9% | $154,111+107.1% | $135,379+135.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -7.33% | 888.17%-895.5pp | 735.18%-742.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $2,163 | $6,036-64.2% | $5,298-59.2% | $4,779-54.7% |
| Participant deferral / active EE | $2,863 | $5,806-50.7% | $5,081-43.7% | $5,609-49.0% |
| Admin fee / account holder | $11,531 | $16,145-28.6% | $13,411-14.0% | $10,828+6.5% |