Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,894 | $65,555-63.6% | $86,216-72.3% | $75,173-68.2% |
| Participation rate | 62.1% | 60.5%+1.6pp | 69.0%-6.9pp | 67.2%-5.1pp |
| Annual return | 18.72% | 46.07%-27.4pp | 1169.42%-1150.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,788 | $1,553+15.1% | $2,382-24.9% | $2,671-33.1% |
| Participant deferral / active EE | $3,664 | $3,023+21.2% | $3,986-8.1% | $4,126-11.2% |
| Admin fee / account holder | $222 | $5,469-95.9% | $6,853-96.8% | $5,651-96.1% |