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 | $88,985 | $78,015+14.1% | $178,505-50.1% | $80,959+9.9% |
| Participation rate | 40.0% | 65.7%-25.7pp | 77.1%-37.1pp | 67.7%-27.7pp |
| Annual return | 13.15% | 18.10%-4.9pp | 27.16%-14.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,309 | $2,281-42.6% | $3,955-66.9% | $2,757-52.5% |
| Participant deferral / active EE | $2,717 | $4,406-38.3% | $6,280-56.7% | $4,300-36.8% |
| Admin fee / account holder | $272 | $7,160-96.2% | $10,428-97.4% | $6,925-96.1% |