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 | $34,830 | $48,053-27.5% | $84,637-58.8% | $72,976-52.3% |
| Participation rate | 22.9% | 57.6%-34.7pp | 68.2%-45.3pp | 69.5%-46.6pp |
| Annual return | 22.15% | 37.39%-15.2pp | 258.82%-236.7pp | 81.02%-58.9pp |
| Employer contribution / active EE | $512 | $1,602-68.1% | $2,653-80.7% | $2,440-79.0% |
| Participant deferral / active EE | $1,324 | $2,681-50.6% | $3,900-66.1% | $3,608-63.3% |
| Admin fee / account holder | $222 | $3,395-93.5% | $4,914-95.5% | $5,124-95.7% |