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 | $45,587 | $94,439-51.7% | $73,658-38.1% | $154,746-70.5% |
| Participation rate | 41.7% | 64.7%-23.0pp | 57.0%-15.4pp | 80.7%-39.0pp |
| Annual return | 11.43% | 28.25%-16.8pp | 29.72%-18.3pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,303 | $2,527-48.4% | $2,062-36.8% | $6,730-80.6% |
| Admin fee / account holder | $889 | $3,843-76.9% | $3,357-73.5% | $14,365-93.8% |