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 | $50,525 | $99,652-49.3% | $78,778-35.9% | $147,586-65.8% |
| Participation rate | 52.4% | 76.2%-23.9pp | 69.2%-16.8pp | 82.8%-30.4pp |
| Annual return | 13.73% | 47.28%-33.5pp | 35.62%-21.9pp | 578.59%-564.9pp |
| Employer contribution / active EE | $657 | $2,796-76.5% | $1,986-66.9% | $4,876-86.5% |
| Participant deferral / active EE | $946 | $3,664-74.2% | $2,958-68.0% | $5,439-82.6% |
| Admin fee / account holder | $203 | $7,155-97.2% | $5,134-96.0% | $10,886-98.1% |