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 | $482,090 | $165,381+191.5% | $149,730+222.0% | $158,966+203.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 5.11% | 348.29%-343.2pp | 276.70%-271.6pp | 302.95%-297.8pp |
| Employer contribution / active EE | $6,250 | $5,104+22.4% | $4,645+34.5% | $4,762+31.2% |
| Participant deferral / active EE | $4,533 | $7,182-36.9% | $6,843-33.7% | $5,983-24.2% |
| Admin fee / account holder | $30,178 | $10,809+179.2% | $9,310+224.1% | $11,250+168.2% |