Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,618 | $73,787-46.3% | $98,716-59.9% | $82,448-51.9% |
| Participation rate | 54.8% | 61.4%-6.6pp | 69.3%-14.5pp | 68.1%-13.2pp |
| Annual return | 19.30% | 18.57%+0.7pp | 31.81%-12.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,388 | $1,511-8.1% | $2,279-39.1% | $2,551-45.6% |
| Participant deferral / active EE | $4,180 | $3,081+35.6% | $4,048+3.3% | $4,139+1.0% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |