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 | $269,958 | $111,785+141.5% | $93,669+188.2% | $145,877+85.1% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 7.82% | 203.79%-196.0pp | 133.59%-125.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,345 | $3,096-24.3% | $2,424-3.2% | $4,663-49.7% |
| Participant deferral / active EE | $8,750 | $4,919+77.9% | $4,416+98.2% | $6,691+30.8% |
| Admin fee / account holder | $2,566 | $10,256-75.0% | $8,291-69.0% | $13,402-80.9% |