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 | $58,430 | $72,177-19.0% | $115,037-49.2% | $59,633-2.0% |
| Participation rate | 56.8% | 72.6%-15.8pp | 81.4%-24.6pp | 68.7%-11.9pp |
| Annual return | 6.44% | 12.02%-5.6pp | 26.14%-19.7pp | 2041.40%-2035.0pp |
| Employer contribution / active EE | $1,190 | $2,841-58.1% | $4,608-74.2% | $2,203-46.0% |
| Participant deferral / active EE | $3,798 | $4,783-20.6% | $6,026-37.0% | $3,192+19.0% |
| Admin fee / account holder | $299 | $4,927-93.9% | $8,175-96.3% | $4,297-93.1% |