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 | $155,555+262.2% | $146,866+283.7% | $155,188+263.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 4.20% | 115.41%-111.2pp | 102.85%-98.6pp | 148.84%-144.6pp |
| Employer contribution / active EE | $6,070 | $4,647+30.6% | $4,425+37.2% | $4,248+42.9% |
| Participant deferral / active EE | $10,498 | $8,044+30.5% | $7,759+35.3% | $6,531+60.7% |
| Admin fee / account holder | $14,833 | $14,755+0.5% | $13,620+8.9% | $14,480+2.4% |