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 | $644,994 | $148,623+334.0% | $135,974+374.4% | $139,466+362.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 5.73% | 79.30%-73.6pp | 68.30%-62.6pp | 373.66%-367.9pp |
| Employer contribution / active EE | $2,342 | $5,246-55.4% | $4,859-51.8% | $4,754-50.7% |
| Participant deferral / active EE | $4,685 | $8,103-42.2% | $7,760-39.6% | $6,712-30.2% |
| Admin fee / account holder | $1,924 | $12,406-84.5% | $10,767-82.1% | $11,409-83.1% |