Sign up free to preview peer percentile detail
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 | $21,576 | $78,015-72.3% | $178,505-87.9% | $80,959-73.3% |
| Participation rate | 58.3% | 65.7%-7.3pp | 77.1%-18.8pp | 67.7%-9.3pp |
| Annual return | 24.61% | 18.10%+6.5pp | 27.16%-2.5pp | 35.67%-11.1pp |
| Employer contribution / active EE | $1,625 | $2,281-28.8% | $3,955-58.9% | $2,757-41.1% |
| Participant deferral / active EE | $6,266 | $4,406+42.2% | $6,280-0.2% | $4,300+45.7% |
| Admin fee / account holder | $0 | $7,160-100.0% | $10,428-100.0% | $6,925-100.0% |