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 | $1,035,514 | $97,289+964.4% | $92,805+1015.8% | $155,188+567.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 9.87% | 29.03%-19.2pp | 31.59%-21.7pp | 148.84%-139.0pp |
| Employer contribution / active EE | $16,406 | $3,632+351.7% | $3,424+379.1% | $4,248+286.2% |
| Participant deferral / active EE | $11,342 | $8,795+28.9% | $8,448+34.3% | $6,531+73.7% |
| Admin fee / account holder | $30,644 | $12,015+155.0% | $10,911+180.9% | $14,480+111.6% |