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 | $35,982 | $65,364-45.0% | $92,909-61.3% | $72,975-50.7% |
| Participation rate | 63.4% | 68.3%-4.9pp | 76.0%-12.6pp | 69.5%-6.1pp |
| Annual return | 24.22% | 42.11%-17.9pp | 109.44%-85.2pp | 81.01%-56.8pp |
| Employer contribution / active EE | $1,491 | $2,594-42.5% | $3,653-59.2% | $2,440-38.9% |
| Participant deferral / active EE | $4,116 | $3,128+31.6% | $4,238-2.9% | $3,608+14.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |