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 | $28,541 | $72,492-60.6% | $87,104-67.2% | $72,975-60.9% |
| Participation rate | 56.4% | 72.8%-16.4pp | 76.9%-20.5pp | 69.5%-13.1pp |
| Annual return | 20.47% | 24.46%-4.0pp | 28.19%-7.7pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,133 | $1,894-40.2% | $2,521-55.1% | $2,440-53.6% |
| Participant deferral / active EE | $2,074 | $3,270-36.6% | $4,048-48.8% | $3,608-42.5% |
| Admin fee / account holder | $16 | $5,055-99.7% | $7,491-99.8% | $5,124-99.7% |