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 | $40,673 | $72,272-43.7% | $101,264-59.8% | $79,858-49.1% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | 17.90% | 22.30%-4.4pp | 46.48%-28.6pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,380 | $2,692-48.7% | $3,660-62.3% | $2,471-44.1% |
| Participant deferral / active EE | $1,892 | $3,282-42.3% | $4,370-56.7% | $3,740-49.4% |
| Admin fee / account holder | $27 | $4,401-99.4% | $5,947-99.6% | $5,306-99.5% |