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 | $73,730 | $96,558-23.6% | $80,977-8.9% | $273,972-73.1% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 3.50% | 15.14%-11.6pp | 17.11%-13.6pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,249 | $6,598-65.9% | $5,696-60.5% | $5,287-57.5% |
| Admin fee / account holder | $4,609 | $7,493-38.5% | $5,517-16.5% | $10,133-54.5% |