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 | $393,937 | $138,102+185.3% | $125,381+214.2% | $134,532+192.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -12.82% | 750.73%-763.5pp | 572.31%-585.1pp | 418.27%-431.1pp |
| Employer contribution / active EE | $4,661 | $5,245-11.1% | $4,815-3.2% | $4,741-1.7% |
| Participant deferral / active EE | $10,479 | $7,801+34.3% | $7,448+40.7% | $6,401+63.7% |
| Admin fee / account holder | $2,066 | $11,568-82.1% | $10,007-79.4% | $11,429-81.9% |