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 | $563,478 | $156,398+260.3% | $147,318+282.5% | $138,895+305.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 4.20% | 78.75%-74.5pp | 70.43%-66.2pp | 145.39%-141.2pp |
| Employer contribution / active EE | $6,070 | $4,853+25.1% | $4,593+32.2% | $4,194+44.7% |
| Participant deferral / active EE | $10,498 | $8,237+27.4% | $7,906+32.8% | $6,396+64.1% |
| Admin fee / account holder | $14,833 | $14,976-1.0% | $13,708+8.2% | $12,562+18.1% |