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 | $70,823 | $78,670-10.0% | $109,173-35.1% | $85,847-17.5% |
| Participation rate | 35.5% | 68.3%-32.8pp | 75.9%-40.4pp | 69.3%-33.8pp |
| Annual return | 11.67% | 25.09%-13.4pp | 25.75%-14.1pp | 318.61%-306.9pp |
| Employer contribution / active EE | $861 | $2,734-68.5% | $3,723-76.9% | $2,565-66.4% |
| Participant deferral / active EE | $1,572 | $3,467-54.7% | $4,654-66.2% | $3,952-60.2% |
| Admin fee / account holder | $197 | $5,469-96.4% | $6,755-97.1% | $6,261-96.8% |