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 | $27,167 | $36,948-26.5% | $73,658-63.1% | $87,485-68.9% |
| Participation rate | 25.0% | 46.8%-21.8pp | 57.0%-32.0pp | 68.9%-43.9pp |
| Annual return | 14.71% | 28.64%-13.9pp | 29.72%-15.0pp | 26.06%-11.4pp |
| Employer contribution / active EE | $341 | $670-49.1% | $1,032-67.0% | $2,596-86.9% |
| Participant deferral / active EE | $479 | $1,379-65.2% | $2,062-76.8% | $4,274-88.8% |
| Admin fee / account holder | $279 | $2,531-89.0% | $3,357-91.7% | $7,775-96.4% |