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 | $35,784 | $77,816-54.0% | $123,549-71.0% | $64,181-44.2% |
| Participation rate | 58.1% | 74.7%-16.6pp | 82.3%-24.2pp | 69.6%-11.5pp |
| Annual return | 1.34% | 12.49%-11.1pp | 119.20%-117.9pp | 7.63%-6.3pp |
| Employer contribution / active EE | $1,706 | $3,014-43.4% | $4,628-63.1% | $2,381-28.4% |
| Participant deferral / active EE | $4,850 | $5,240-7.4% | $6,426-24.5% | $3,470+39.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |