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 | $53,516 | $135,956-60.6% | $123,894-56.8% | $273,972-80.5% |
| Participation rate | 36.8% | 84.1%-47.2pp | 81.4%-44.6pp | 83.0%-46.2pp |
| Annual return | 6.67% | 56.63%-50.0pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $908 | $5,170-82.4% | $4,617-80.3% | $4,869-81.3% |
| Participant deferral / active EE | $1,998 | $6,343-68.5% | $5,984-66.6% | $5,287-62.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |