Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,470 | $111,535-73.6% | $105,223-72.0% | $137,256-78.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 22.32% | 237.85%-215.5pp | 180.65%-158.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,905 | $3,939-51.6% | $3,689-48.4% | $4,156-54.2% |
| Participant deferral / active EE | $4,202 | $5,500-23.6% | $5,072-17.1% | $6,407-34.4% |
| Admin fee / account holder | $174 | $9,721-98.2% | $8,859-98.0% | $12,270-98.6% |