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 | $333,342 | $160,059+108.3% | $140,019+138.1% | $135,380+146.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -15.89% | 911.48%-927.4pp | 651.17%-667.1pp | 519.81%-535.7pp |
| Employer contribution / active EE | $8,249 | $6,420+28.5% | $5,605+47.2% | $4,779+72.6% |
| Participant deferral / active EE | $6,633 | $7,641-13.2% | $6,927-4.2% | $5,609+18.3% |
| Admin fee / account holder | $3,707 | $13,328-72.2% | $10,705-65.4% | $10,828-65.8% |