Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,346 | $87,166-65.2% | $76,735-60.5% | $137,256-77.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.5%-7.0pp | 80.0%-17.5pp |
| Annual return | 18.70% | 26.50%-7.8pp | 29.77%-11.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,947 | $2,904-33.0% | $2,454-20.7% | $4,156-53.1% |
| Participant deferral / active EE | $5,467 | $4,726+15.7% | $4,088+33.7% | $6,407-14.7% |
| Admin fee / account holder | $149 | $8,403-98.2% | $7,189-97.9% | $12,270-98.8% |