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 | $30,728 | $95,867-67.9% | $79,551-61.4% | $134,493-77.2% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | 7.12% | -2.73%+9.9pp | 0.14%+7.0pp | 418.01%-410.9pp |
| Employer contribution / active EE | $1,897 | $3,128-39.3% | $2,413-21.4% | $4,740-60.0% |
| Participant deferral / active EE | $5,527 | $4,692+17.8% | $3,985+38.7% | $6,400-13.6% |
| Admin fee / account holder | $54 | $9,127-99.4% | $6,833-99.2% | $11,425-99.5% |