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 | $47,730 | $56,438-15.4% | $76,902-37.9% | $71,529-33.3% |
| Participation rate | 37.7% | 64.3%-26.6pp | 69.6%-31.9pp | 67.9%-30.2pp |
| Annual return | 23.19% | 19.05%+4.1pp | 37.91%-14.7pp | 28.97%-5.8pp |
| Employer contribution / active EE | $990 | $1,864-46.9% | $2,534-60.9% | $2,590-61.8% |
| Participant deferral / active EE | $2,886 | $3,136-8.0% | $3,833-24.7% | $4,291-32.7% |
| Admin fee / account holder | $20 | $1,430-98.6% | $5,479-99.6% | $1,588-98.7% |