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 | $1,312,214 | $108,882+1105.2% | $96,754+1256.2% | $154,746+748.0% |
| Participation rate | 12.5% | 75.1%-62.6pp | 70.3%-57.8pp | 80.7%-68.2pp |
| Annual return | -5.40% | 98.39%-103.8pp | 82.04%-87.4pp | 172.34%-177.7pp |
| Employer contribution / active EE | $1,250 | $3,018-58.6% | $2,679-53.3% | $4,379-71.5% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,971 | $10,200-70.9% | $8,905-66.6% | $14,365-79.3% |