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 | $546,554 | $111,535+390.0% | $105,223+419.4% | $137,256+298.2% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 5.79% | 237.85%-232.1pp | 180.65%-174.9pp | 220.34%-214.6pp |
| Employer contribution / active EE | $2,983 | $3,939-24.3% | $3,689-19.1% | $4,156-28.2% |
| Participant deferral / active EE | $6,743 | $5,500+22.6% | $5,072+33.0% | $6,407+5.2% |
| Admin fee / account holder | $2,477 | $9,721-74.5% | $8,859-72.0% | $12,270-79.8% |