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 | $889,138 | $176,120+404.8% | $159,487+457.5% | $167,553+430.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 9.86% | 331.95%-322.1pp | 263.71%-253.9pp | 478.89%-469.0pp |
| Employer contribution / active EE | $2,776 | $5,299-47.6% | $4,831-42.5% | $4,840-42.6% |
| Participant deferral / active EE | $11,132 | $7,752+43.6% | $7,354+51.4% | $6,343+75.5% |
| Admin fee / account holder | $703 | $12,561-94.4% | $10,804-93.5% | $12,316-94.3% |