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 | $71,694 | $95,453-24.9% | $112,040-36.0% | $82,448-13.0% |
| Participation rate | 51.7% | 72.8%-21.0pp | 76.5%-24.8pp | 68.1%-16.3pp |
| Annual return | 17.44% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $861 | $2,318-62.8% | $2,954-70.8% | $2,551-66.2% |
| Participant deferral / active EE | $3,164 | $4,224-25.1% | $5,098-37.9% | $4,139-23.6% |
| Admin fee / account holder | $160 | $9,013-98.2% | $12,098-98.7% | $7,234-97.8% |