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 | $18,742 | $43,730-57.1% | $121,220-84.5% | $64,173-70.8% |
| Participation rate | 69.6% | 58.3%+11.3pp | 71.8%-2.1pp | 69.6%+0.1pp |
| Annual return | -7.51% | 68.94%-76.5pp | 16.94%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,588 | $1,297+22.4% | $4,023-60.5% | $2,381-33.3% |
| Participant deferral / active EE | $3,514 | $2,281+54.1% | $3,345+5.1% | $3,470+1.3% |
| Admin fee / account holder | $179 | $3,502-94.9% | $5,021-96.4% | $4,887-96.3% |