Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,082,680 | $67,372+1507.0% | $60,906+1677.6% | $134,532+704.8% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -16.09% | 50.05%-66.1pp | 16.94%-33.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $9,776 | $3,099+215.4% | $2,703+261.7% | $4,741+106.2% |
| Participant deferral / active EE | $11,326 | $4,532+149.9% | $3,814+197.0% | $6,401+76.9% |
| Admin fee / account holder | $13,540 | $4,588+195.1% | $3,227+319.6% | $11,429+18.5% |