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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,632 | $56,063-2.6% | $76,051-28.2% | $80,911-32.5% |
| Participation rate | 67.4% | 62.0%+5.4pp | 69.1%-1.7pp | 67.6%-0.3pp |
| Annual return | 21.71% | 20.54%+1.2pp | 360.42%-338.7pp | 35.63%-13.9pp |
| Employer contribution / active EE | $2,289 | $1,874+22.1% | $2,690-14.9% | $2,756-16.9% |
| Participant deferral / active EE | $3,791 | $3,052+24.2% | $4,257-10.9% | $4,297-11.8% |
| Admin fee / account holder | $591 | $5,240-88.7% | $6,416-90.8% | $6,935-91.5% |