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 | $53,761 | $101,798-47.2% | $165,071-67.4% | $80,935-33.6% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 17.26% | 16.73%+0.5pp | 70.17%-52.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,562 | $2,954-13.3% | $4,347-41.1% | $2,757-7.1% |
| Participant deferral / active EE | $4,845 | $4,476+8.2% | $6,035-19.7% | $4,299+12.7% |
| Admin fee / account holder | $138 | $8,221-98.3% | $12,695-98.9% | $6,924-98.0% |