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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,369 | $125,778-36.1% | $114,563-29.8% | $154,746-48.1% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.9%-72.9pp | 80.7%-80.7pp |
| Annual return | 12.41% | 295.14%-282.7pp | 241.09%-228.7pp | 172.34%-159.9pp |
| Employer contribution / active EE | $250 | $2,806-91.1% | $2,592-90.4% | $4,379-94.3% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,141 | $8,190-12.8% | $7,623-6.3% | $14,365-50.3% |