Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $52,753 | $71,215-25.9% | $93,696-43.7% | $80,935-34.8% |
| Participation rate | 51.7% | 60.4%-8.7pp | 68.7%-17.0pp | 67.7%-15.9pp |
| Annual return | 15.93% | 11.27%+4.7pp | 133.74%-117.8pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,962 | $1,565+25.3% | $2,422-19.0% | $2,757-28.8% |
| Participant deferral / active EE | $5,276 | $4,037+30.7% | $4,417+19.4% | $4,299+22.7% |
| Admin fee / account holder | $87 | $6,958-98.7% | $8,287-98.9% | $6,924-98.7% |