Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $600,822 | $159,934+275.7% | $147,005+308.7% | $145,959+311.6% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 7.21% | 98.24%-91.0pp | 418.76%-411.6pp | 561.95%-554.7pp |
| Employer contribution / active EE | $2,500 | $5,287-52.7% | $4,934-49.3% | $4,661-46.4% |
| Participant deferral / active EE | $5,732 | $8,427-32.0% | $8,070-29.0% | $6,689-14.3% |
| Admin fee / account holder | $24,095 | $15,053+60.1% | $13,006+85.3% | $13,398+79.8% |