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 | $503,992 | $72,071+599.3% | $68,368+637.2% | $137,256+267.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 9.83% | 353.14%-343.3pp | 292.57%-282.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $5,643 | $2,788+102.4% | $2,649+113.0% | $4,156+35.8% |
| Participant deferral / active EE | $6,271 | $4,410+42.2% | $4,123+52.1% | $6,407-2.1% |
| Admin fee / account holder | $126,174 | $5,336+2264.8% | $5,150+2350.1% | $12,270+928.3% |