Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,880 | $76,407-46.5% | $150,298-72.8% | $82,448-50.4% |
| Participation rate | 42.3% | 66.4%-24.1pp | 77.8%-35.5pp | 68.1%-25.8pp |
| Annual return | 22.42% | 39.99%-17.6pp | 62.79%-40.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $771 | $2,614-70.5% | $4,154-81.4% | $2,551-69.8% |
| Participant deferral / active EE | $1,892 | $3,214-41.1% | $5,453-65.3% | $4,139-54.3% |
| Admin fee / account holder | $222 | $6,352-96.5% | $14,116-98.4% | $7,234-96.9% |