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 | $53,128 | $58,851-9.7% | $115,167-53.9% | $72,976-27.2% |
| Participation rate | 50.0% | 65.5%-15.5pp | 75.9%-25.9pp | 69.5%-19.5pp |
| Annual return | 26.08% | 23.16%+2.9pp | 35.60%-9.5pp | 81.02%-54.9pp |
| Employer contribution / active EE | $1,149 | $1,798-36.1% | $3,179-63.9% | $2,440-52.9% |
| Participant deferral / active EE | $1,600 | $2,643-39.4% | $4,169-61.6% | $3,608-55.6% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,089-100.0% | $5,124-100.0% |