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 | $64,211 | $89,364-28.1% | $141,177-54.5% | $72,983-12.0% |
| Participation rate | 35.5% | 75.1%-39.6pp | 82.5%-47.0pp | 69.5%-34.0pp |
| Annual return | 20.83% | 111.86%-91.0pp | 71.40%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,474 | $3,115-52.7% | $4,736-68.9% | $2,440-39.6% |
| Participant deferral / active EE | $3,296 | $5,419-39.2% | $6,710-50.9% | $3,608-8.6% |
| Admin fee / account holder | $236 | $5,959-96.0% | $10,263-97.7% | $5,124-95.4% |