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 | $35,570 | $93,064-61.8% | $74,577-52.3% | $273,972-87.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 13.68% | 26.18%-12.5pp | 20.47%-6.8pp | 41.46%-27.8pp |
| Employer contribution / active EE | $949 | $3,160-70.0% | $2,525-62.4% | $4,869-80.5% |
| Participant deferral / active EE | $6,655 | $4,160+60.0% | $3,458+92.5% | $5,287+25.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |