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 | $45,068 | $48,364-6.8% | $71,796-37.2% | $62,881-28.3% |
| Participation rate | 44.4% | 60.6%-16.2pp | 69.1%-24.7pp | 69.3%-24.9pp |
| Annual return | 8.02% | 13.16%-5.1pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,141 | $1,042+9.5% | $1,924-40.7% | $2,281-50.0% |
| Participant deferral / active EE | $1,992 | $2,091-4.7% | $2,794-28.7% | $3,203-37.8% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |