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 | $29,038 | $78,690-63.1% | $161,489-82.0% | $87,485-66.8% |
| Participation rate | 69.8% | 67.5%+2.3pp | 78.7%-8.9pp | 68.9%+0.9pp |
| Annual return | 19.34% | 32.74%-13.4pp | 89.72%-70.4pp | 26.06%-6.7pp |
| Employer contribution / active EE | $3,399 | $2,588+31.3% | $4,268-20.4% | $2,596+30.9% |
| Participant deferral / active EE | $4,187 | $3,311+26.5% | $5,630-25.6% | $4,274-2.0% |
| Admin fee / account holder | $144 | $6,724-97.9% | $16,006-99.1% | $7,775-98.2% |