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 | $32,555 | $181,896-82.1% | $156,551-79.2% | $273,972-88.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 22.72% | 30.74%-8.0pp | 32.23%-9.5pp | 41.46%-18.7pp |
| Employer contribution / active EE | $2,379 | $6,248-61.9% | $5,501-56.8% | $4,869-51.1% |
| Participant deferral / active EE | $2,379 | $5,550-57.1% | $4,871-51.2% | $5,287-55.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |