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 | $767,723 | $90,606+747.3% | $79,466+866.1% | $135,379+467.1% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -7.42% | 977.69%-985.1pp | 718.28%-725.7pp | 519.79%-527.2pp |
| Employer contribution / active EE | $22,476 | $3,068+632.7% | $2,800+702.6% | $4,779+370.3% |
| Participant deferral / active EE | $23,709 | $4,050+485.4% | $3,704+540.1% | $5,609+322.7% |
| Admin fee / account holder | $127,695 | $5,895+2066.2% | $5,104+2401.8% | $10,828+1079.3% |