Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,294 | $65,034-59.6% | $90,970-71.1% | $79,856-67.1% |
| Participation rate | 45.7% | 61.6%-15.9pp | 69.0%-23.3pp | 69.6%-23.9pp |
| Annual return | 21.96% | 30.45%-8.5pp | 134.60%-112.6pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,209 | $1,247-3.1% | $2,122-43.0% | $2,471-51.1% |
| Participant deferral / active EE | $2,859 | $2,512+13.8% | $3,373-15.2% | $3,741-23.6% |
| Admin fee / account holder | $91 | $4,536-98.0% | $5,961-98.5% | $5,306-98.3% |