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 | $32,950 | $53,127-38.0% | $86,597-62.0% | $70,131-53.0% |
| Participation rate | 68.6% | 65.3%+3.3pp | 73.5%-5.0pp | 69.5%-1.0pp |
| Annual return | 13.31% | 27.66%-14.4pp | 964.96%-951.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $392 | $2,068-81.0% | $2,840-86.2% | $2,342-83.2% |
| Participant deferral / active EE | $1,572 | $2,696-41.7% | $3,609-56.4% | $3,332-52.8% |
| Admin fee / account holder | $17 | $3,585-99.5% | $4,906-99.7% | $4,645-99.6% |