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 | $40,929 | $65,364-37.4% | $92,909-55.9% | $72,975-43.9% |
| Participation rate | 48.6% | 68.3%-19.7pp | 76.0%-27.4pp | 69.5%-20.8pp |
| Annual return | 24.55% | 42.11%-17.6pp | 109.44%-84.9pp | 81.01%-56.5pp |
| Employer contribution / active EE | $1,576 | $2,594-39.2% | $3,653-56.9% | $2,440-35.4% |
| Participant deferral / active EE | $3,293 | $3,128+5.3% | $4,238-22.3% | $3,608-8.7% |
| Admin fee / account holder | $283 | $4,251-93.3% | $5,795-95.1% | $5,124-94.5% |