Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,061 | $67,823-55.7% | $52,425-42.7% | $137,256-78.1% |
| Participation rate | 29.2% | 63.9%-34.7pp | 55.6%-26.5pp | 80.0%-50.8pp |
| Annual return | 18.05% | 219.11%-201.1pp | 302.12%-284.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $869 | $1,163-25.3% | $914-5.0% | $4,156-79.1% |
| Participant deferral / active EE | $1,919 | $2,288-16.1% | $1,790+7.2% | $6,407-70.0% |
| Admin fee / account holder | $199 | $2,844-93.0% | $2,495-92.0% | $12,270-98.4% |