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 | $80,514 | $61,660+30.6% | $80,022+0.6% | $64,173+25.5% |
| Participation rate | 20.7% | 71.7%-51.0pp | 75.8%-55.1pp | 69.6%-48.9pp |
| Annual return | -6.15% | -0.33%-5.8pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,348 | $1,810-25.5% | $2,468-45.4% | $2,381-43.4% |
| Participant deferral / active EE | $1,534 | $2,968-48.3% | $3,686-58.4% | $3,470-55.8% |
| Admin fee / account holder | $13 | $5,417-99.8% | $6,521-99.8% | $4,887-99.7% |