Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,405 | $60,442-49.7% | $96,754-68.6% | $87,485-65.2% |
| Participation rate | 31.0% | 58.7%-27.7pp | 70.3%-39.2pp | 68.9%-37.9pp |
| Annual return | 15.67% | 21.97%-6.3pp | 82.04%-66.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $819 | $1,691-51.5% | $2,679-69.4% | $2,596-68.4% |
| Participant deferral / active EE | $2,194 | $3,280-33.1% | $4,758-53.9% | $4,274-48.7% |
| Admin fee / account holder | $184 | $5,069-96.4% | $8,905-97.9% | $7,775-97.6% |