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 | $31,695 | $118,919-73.3% | $88,538-64.2% | $152,870-79.3% |
| Participation rate | 60.0% | 73.4%-13.4pp | 68.7%-8.7pp | 82.4%-22.4pp |
| Annual return | 27.80% | 47.92%-20.1pp | 43.64%-15.8pp | 345.34%-317.5pp |
| Employer contribution / active EE | $1,490 | $2,669-44.2% | $2,098-29.0% | $4,763-68.7% |
| Participant deferral / active EE | $2,218 | $3,549-37.5% | $2,914-23.9% | $5,850-62.1% |
| Admin fee / account holder | $126 | $5,876-97.9% | $4,310-97.1% | $11,597-98.9% |