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 | $26,582 | $90,745-70.7% | $130,231-79.6% | $75,173-64.6% |
| Participation rate | 59.3% | 71.1%-11.8pp | 76.3%-17.0pp | 67.2%-7.9pp |
| Annual return | 16.96% | 34.45%-17.5pp | 38.86%-21.9pp | 160.72%-143.8pp |
| Employer contribution / active EE | $754 | $3,314-77.2% | $4,126-81.7% | $2,671-71.8% |
| Participant deferral / active EE | $2,056 | $5,362-61.7% | $6,799-69.8% | $4,126-50.2% |
| Admin fee / account holder | $185 | $6,331-97.1% | $6,020-96.9% | $5,651-96.7% |