Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,993 | $162,967-80.4% | $135,792-76.4% | $138,895-77.0% |
| Participation rate | 27.8% | 78.3%-50.5pp | 72.6%-44.8pp | 79.9%-52.1pp |
| Annual return | 26.80% | 30.08%-3.3pp | 25.96%+0.8pp | 145.39%-118.6pp |
| Employer contribution / active EE | $913 | $4,211-78.3% | $3,496-73.9% | $4,194-78.2% |
| Participant deferral / active EE | $2,311 | $5,640-59.0% | $4,759-51.4% | $6,396-63.9% |
| Admin fee / account holder | $30 | $15,306-99.8% | $12,266-99.8% | $12,562-99.8% |