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 | $267,003 | $142,392+87.5% | $119,622+123.2% | $134,532+98.5% |
| Participation rate | 61.1% | 82.8%-21.7pp | 79.3%-18.2pp | 81.2%-20.1pp |
| Annual return | -15.46% | -12.46%-3.0pp | -14.98%-0.5pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,165 | $5,224-58.6% | $4,232-48.8% | $4,741-54.3% |
| Participant deferral / active EE | $4,259 | $6,467-34.1% | $5,601-24.0% | $6,401-33.5% |
| Admin fee / account holder | $8,739 | $13,593-35.7% | $10,328-15.4% | $11,429-23.5% |