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 | $48,216 | $174,379-72.4% | $152,093-68.3% | $138,895-65.3% |
| Participation rate | 40.9% | 81.6%-40.7pp | 77.8%-36.9pp | 79.9%-39.0pp |
| Annual return | 12.66% | 74.86%-62.2pp | 66.36%-53.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,370 | $4,652-70.6% | $4,175-67.2% | $4,194-67.3% |
| Participant deferral / active EE | $3,273 | $6,159-46.9% | $5,451-40.0% | $6,396-48.8% |
| Admin fee / account holder | $125 | $16,880-99.3% | $14,497-99.1% | $12,562-99.0% |