Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,800 | $39,028-36.5% | $80,741-69.3% | $85,856-71.1% |
| Participation rate | 57.9% | 41.6%+16.3pp | 54.2%+3.7pp | 69.3%-11.4pp |
| Annual return | 15.55% | 26.31%-10.8pp | 87.30%-71.8pp | 318.58%-303.0pp |
| Employer contribution / active EE | $735 | $722+1.8% | $1,160-36.6% | $2,565-71.3% |
| Participant deferral / active EE | $1,239 | $1,326-6.6% | $2,145-42.3% | $3,952-68.7% |
| Admin fee / account holder | $296 | $2,429-87.8% | $3,380-91.2% | $6,261-95.3% |