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 | $27,899 | $67,602-58.7% | $82,312-66.1% | $70,126-60.2% |
| Participation rate | 23.5% | 72.8%-49.2pp | 76.9%-53.4pp | 69.5%-46.0pp |
| Annual return | 26.00% | 21.57%+4.4pp | 25.88%+0.1pp | 73.15%-47.2pp |
| Employer contribution / active EE | $516 | $1,755-70.6% | $2,428-78.8% | $2,343-78.0% |
| Participant deferral / active EE | $2,410 | $2,987-19.3% | $3,706-35.0% | $3,332-27.7% |
| Admin fee / account holder | $75 | $4,512-98.3% | $5,608-98.7% | $4,645-98.4% |