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 | $33,082 | $56,894-41.9% | $84,753-61.0% | $62,881-47.4% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 16.39% | 6.30%+10.1pp | 22.78%-6.4pp | 20.14%-3.7pp |
| Employer contribution / active EE | $2,930 | $2,400+22.1% | $3,574-18.0% | $2,281+28.4% |
| Participant deferral / active EE | $4,254 | $2,709+57.0% | $3,712+14.6% | $3,203+32.8% |
| Admin fee / account holder | $268 | $3,581-92.5% | $5,333-95.0% | $4,296-93.8% |