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 | $60,454 | $115,903-47.8% | $100,528-39.9% | $158,966-62.0% |
| Participation rate | 36.8% | 81.6%-44.8pp | 79.4%-42.6pp | 82.0%-45.1pp |
| Annual return | 11.09% | 34.80%-23.7pp | 30.90%-19.8pp | 302.95%-291.9pp |
| Employer contribution / active EE | $1,084 | $4,105-73.6% | $3,419-68.3% | $4,762-77.2% |
| Participant deferral / active EE | $2,608 | $6,677-60.9% | $6,271-58.4% | $5,983-56.4% |
| Admin fee / account holder | $125 | $11,000-98.9% | $8,084-98.5% | $11,250-98.9% |