Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,137 | $57,140-56.0% | $85,240-70.5% | $80,959-69.0% |
| Participation rate | 42.3% | 56.4%-14.1pp | 67.5%-25.2pp | 67.7%-25.4pp |
| Annual return | 14.28% | 21.71%-7.4pp | 66.75%-52.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,206 | $1,802-33.1% | $2,735-55.9% | $2,757-56.3% |
| Participant deferral / active EE | $1,306 | $3,115-58.1% | $4,527-71.2% | $4,300-69.6% |
| Admin fee / account holder | $19 | $4,992-99.6% | $6,165-99.7% | $6,925-99.7% |