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 | $61,918 | $60,349+2.6% | $74,184-16.5% | $62,881-1.5% |
| Participation rate | 63.9% | 72.7%-8.8pp | 76.6%-12.7pp | 69.3%-5.4pp |
| Annual return | 8.68% | 21.38%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $487 | $1,680-71.0% | $2,370-79.5% | $2,281-78.6% |
| Participant deferral / active EE | $1,913 | $2,856-33.0% | $3,550-46.1% | $3,203-40.3% |
| Admin fee / account holder | $149 | $4,261-96.5% | $5,586-97.3% | $4,296-96.5% |