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 | $27,456 | $56,894-51.7% | $84,753-67.6% | $62,881-56.3% |
| Participation rate | 63.6% | 68.5%-4.9pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 7.03% | 6.30%+0.7pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,785 | $2,400-25.6% | $3,574-50.1% | $2,281-21.7% |
| Participant deferral / active EE | $2,891 | $2,709+6.7% | $3,712-22.1% | $3,203-9.7% |
| Admin fee / account holder | $264 | $3,581-92.6% | $5,333-95.0% | $4,296-93.8% |