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 | $68,438 | $49,255+38.9% | $70,494-2.9% | $79,856-14.3% |
| Participation rate | 21.3% | 69.2%-47.8pp | 75.1%-53.7pp | 69.6%-48.3pp |
| Annual return | 19.65% | 30.10%-10.5pp | 109.16%-89.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $430 | $2,100-79.5% | $2,738-84.3% | $2,471-82.6% |
| Participant deferral / active EE | $1,682 | $2,768-39.2% | $3,711-54.7% | $3,741-55.0% |
| Admin fee / account holder | $27 | $2,879-99.1% | $3,848-99.3% | $5,306-99.5% |