Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,718 | $51,642-48.3% | $129,384-79.4% | $80,935-67.0% |
| Participation rate | 64.0% | 56.9%+7.1pp | 69.6%-5.6pp | 67.7%-3.7pp |
| Annual return | 24.76% | 20.78%+4.0pp | 9461.77%-9437.0pp | 35.66%-10.9pp |
| Employer contribution / active EE | $1,085 | $1,583-31.4% | $4,153-73.9% | $2,757-60.6% |
| Participant deferral / active EE | $3,147 | $2,670+17.9% | $4,166-24.5% | $4,299-26.8% |
| Admin fee / account holder | $182 | $4,312-95.8% | $7,686-97.6% | $6,924-97.4% |