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 | $51,089 | $103,164-50.5% | $90,259-43.4% | $154,746-67.0% |
| Participation rate | 58.3% | 76.1%-17.8pp | 70.7%-12.4pp | 80.7%-22.4pp |
| Annual return | 16.59% | 19.25%-2.7pp | 18.88%-2.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $381 | $2,532-85.0% | $2,291-83.4% | $4,379-91.3% |
| Participant deferral / active EE | $2,280 | $4,422-48.4% | $3,827-40.4% | $6,730-66.1% |
| Admin fee / account holder | $205 | $8,593-97.6% | $7,267-97.2% | $14,365-98.6% |