Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $313,456 | $92,766+237.9% | $82,763+278.7% | $134,545+133.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -16.47% | 946.97%-963.4pp | 702.45%-718.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $891 | $3,273-72.8% | $3,008-70.4% | $4,742-81.2% |
| Participant deferral / active EE | $1,509 | $4,802-68.6% | $4,395-65.7% | $6,401-76.4% |
| Admin fee / account holder | $11,961 | $5,978+100.1% | $5,325+124.6% | $11,431+4.6% |