Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,791 | $81,457-43.8% | $103,378-55.7% | $80,911-43.4% |
| Participation rate | 30.3% | 66.8%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 13.08% | 25.58%-12.5pp | 24.91%-11.8pp | 35.63%-22.5pp |
| Employer contribution / active EE | $931 | $3,107-70.1% | $3,870-76.0% | $2,756-66.2% |
| Participant deferral / active EE | $2,466 | $3,871-36.3% | $5,058-51.2% | $4,297-42.6% |
| Admin fee / account holder | $70 | $6,717-99.0% | $8,401-99.2% | $6,935-99.0% |