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 | $63,566 | $47,848+32.8% | $81,473-22.0% | $70,126-9.4% |
| Participation rate | 37.9% | 58.3%-20.3pp | 68.0%-30.0pp | 69.5%-31.6pp |
| Annual return | 22.20% | 27.25%-5.0pp | 38.78%-16.6pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,330 | $1,527-12.9% | $2,568-48.2% | $2,343-43.2% |
| Participant deferral / active EE | $2,397 | $2,453-2.3% | $3,537-32.2% | $3,332-28.1% |
| Admin fee / account holder | $52 | $3,145-98.4% | $4,561-98.9% | $4,645-98.9% |