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.
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 | $26,083 | $67,411-61.3% | $91,004-71.3% | $70,126-62.8% |
| Participation rate | 60.7% | 71.4%-10.7pp | 75.6%-14.9pp | 69.5%-8.8pp |
| Annual return | 19.65% | -40.16%+59.8pp | 4.60%+15.1pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,882 | $1,786+5.3% | $2,456-23.4% | $2,343-19.7% |
| Participant deferral / active EE | $3,680 | $2,823+30.4% | $3,548+3.7% | $3,332+10.4% |
| Admin fee / account holder | $1 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |