Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,127 | $110,278-77.2% | $95,740-73.8% | $139,466-82.0% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 27.08% | 27.19%-0.1pp | 28.41%-1.3pp | 373.66%-346.6pp |
| Employer contribution / active EE | $1,088 | $3,260-66.6% | $2,836-61.7% | $4,754-77.1% |
| Participant deferral / active EE | $6,672 | $4,674+42.7% | $4,244+57.2% | $6,712-0.6% |
| Admin fee / account holder | $160 | $6,613-97.6% | $5,676-97.2% | $11,409-98.6% |