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 | $43,228 | $77,638-44.3% | $156,551-72.4% | $62,881-31.3% |
| Participation rate | 65.7% | 71.2%-5.5pp | 84.0%-18.3pp | 69.3%-3.6pp |
| Annual return | 8.57% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,090 | $3,444-39.3% | $5,501-62.0% | $2,281-8.4% |
| Participant deferral / active EE | $3,727 | $3,046+22.4% | $4,871-23.5% | $3,203+16.4% |
| Admin fee / account holder | $297 | $5,561-94.7% | $13,028-97.7% | $4,296-93.1% |