Sign up free to preview peer percentile detail
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 | $869,378 | $201,344+331.8% | $184,243+371.9% | $145,877+496.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.42% | 29.01%-19.6pp | 28.82%-19.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $4,551 | $7,022-35.2% | $6,427-29.2% | $4,663-2.4% |
| Participant deferral / active EE | $9,500 | $9,807-3.1% | $9,132+4.0% | $6,691+42.0% |
| Admin fee / account holder | $2,078 | $16,382-87.3% | $13,914-85.1% | $13,402-84.5% |