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 | $55,838 | $56,110-0.5% | $94,993-41.2% | $70,124-20.4% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.9%-13.9pp | 69.5%-9.5pp |
| Annual return | 24.78% | 51.02%-26.2pp | 27.14%-2.4pp | 73.14%-48.4pp |
| Employer contribution / active EE | $806 | $1,442-44.1% | $2,603-69.0% | $2,342-65.6% |
| Participant deferral / active EE | $2,413 | $2,391+0.9% | $3,317-27.3% | $3,332-27.6% |
| Admin fee / account holder | $84 | $3,456-97.6% | $4,960-98.3% | $4,645-98.2% |