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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $585,402 | $175,257+234.0% | $149,717+291.0% | $139,456+319.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 10.13% | 166.70%-156.6pp | 134.41%-124.3pp | 373.45%-363.3pp |
| Employer contribution / active EE | $1,501 | $5,477-72.6% | $4,820-68.9% | $4,753-68.4% |
| Participant deferral / active EE | $1,588 | $6,521-75.7% | $5,682-72.1% | $6,711-76.3% |
| Admin fee / account holder | $33,885 | $16,156+109.7% | $13,213+156.5% | $11,407+197.1% |