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 | $23,755 | $81,504-70.9% | $102,437-76.8% | $80,959-70.7% |
| Participation rate | 53.5% | 66.9%-13.4pp | 74.5%-21.0pp | 67.7%-14.2pp |
| Annual return | 14.26% | 25.60%-11.3pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,917 | $3,104-38.2% | $3,871-50.5% | $2,757-30.5% |
| Participant deferral / active EE | $2,898 | $3,871-25.1% | $5,060-42.7% | $4,300-32.6% |
| Admin fee / account holder | $261 | $6,719-96.1% | $8,388-96.9% | $6,925-96.2% |