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.)
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 | $659,263 | $175,231+276.2% | $149,696+340.4% | $139,466+372.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 9.39% | 166.77%-157.4pp | 134.46%-125.1pp | 373.66%-364.3pp |
| Employer contribution / active EE | $27,477 | $5,478+401.6% | $4,821+470.0% | $4,754+478.0% |
| Participant deferral / active EE | $19,334 | $6,521+196.5% | $5,682+240.3% | $6,712+188.1% |
| Admin fee / account holder | $471 | $16,155-97.1% | $13,212-96.4% | $11,409-95.9% |