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 | $32,737 | $93,346-64.9% | $71,796-54.4% | $273,972-88.1% |
| Participation rate | 43.5% | 76.5%-33.1pp | 69.1%-25.6pp | 83.0%-39.5pp |
| Annual return | 9.07% | 130.39%-121.3pp | 78.04%-69.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,068 | $2,733-60.9% | $1,924-44.5% | $4,869-78.1% |
| Participant deferral / active EE | $1,131 | $3,475-67.5% | $2,794-59.5% | $5,287-78.6% |
| Admin fee / account holder | $130 | $6,571-98.0% | $4,815-97.3% | $10,133-98.7% |