Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,159 | $81,331-67.8% | $155,534-83.2% | $80,935-67.7% |
| Participation rate | 56.3% | 66.3%-9.9pp | 78.2%-21.9pp | 67.7%-11.3pp |
| Annual return | 15.14% | 33.37%-18.2pp | 64.92%-49.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,176 | $3,105-62.1% | $4,675-74.9% | $2,757-57.4% |
| Participant deferral / active EE | $2,484 | $3,454-28.1% | $5,630-55.9% | $4,299-42.2% |
| Admin fee / account holder | $129 | $7,999-98.4% | $15,900-99.2% | $6,924-98.1% |