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 | $40,144 | $69,977-42.6% | $108,582-63.0% | $62,881-36.2% |
| Participation rate | 36.2% | 72.9%-36.7pp | 79.6%-43.3pp | 69.3%-33.1pp |
| Annual return | 7.39% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,251 | $3,165-28.9% | $4,311-47.8% | $3,203-29.7% |
| Admin fee / account holder | $1,235 | $5,076-75.7% | $7,645-83.8% | $4,296-71.2% |