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 | $25,137 | $57,073-56.0% | $85,126-70.5% | $80,925-68.9% |
| Participation rate | 42.3% | 56.4%-14.1pp | 67.5%-25.2pp | 67.7%-25.4pp |
| Annual return | 14.28% | 21.69%-7.4pp | 66.63%-52.4pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,206 | $1,801-33.0% | $2,731-55.8% | $2,756-56.2% |
| Participant deferral / active EE | $1,306 | $3,113-58.1% | $4,523-71.1% | $4,299-69.6% |
| Admin fee / account holder | $19 | $4,988-99.6% | $6,160-99.7% | $6,940-99.7% |