Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,261 | $76,407-59.1% | $150,298-79.2% | $82,448-62.1% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 19.54% | 39.99%-20.5pp | 62.79%-43.2pp | 41.64%-22.1pp |
| Employer contribution / active EE | $669 | $2,614-74.4% | $4,154-83.9% | $2,551-73.8% |
| Participant deferral / active EE | $1,285 | $3,214-60.0% | $5,453-76.4% | $4,139-69.0% |
| Admin fee / account holder | $271 | $6,352-95.7% | $14,116-98.1% | $7,234-96.3% |