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 | $37,865 | $81,331-53.4% | $155,534-75.7% | $80,935-53.2% |
| Participation rate | 54.3% | 66.3%-12.0pp | 78.2%-23.9pp | 67.7%-13.4pp |
| Annual return | 11.65% | 33.37%-21.7pp | 64.92%-53.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $8,976 | $3,105+189.1% | $4,675+92.0% | $2,757+225.6% |
| Participant deferral / active EE | $2,165 | $3,454-37.3% | $5,630-61.5% | $4,299-49.6% |
| Admin fee / account holder | $114 | $7,999-98.6% | $15,900-99.3% | $6,924-98.4% |