Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,838 | $81,504-37.6% | $102,437-50.4% | $80,959-37.2% |
| Participation rate | 51.7% | 66.9%-15.1pp | 74.5%-22.8pp | 67.7%-15.9pp |
| Annual return | 11.19% | 25.60%-14.4pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $918 | $3,104-70.4% | $3,871-76.3% | $2,757-66.7% |
| Participant deferral / active EE | $5,653 | $3,871+46.1% | $5,060+11.7% | $4,300+31.5% |
| Admin fee / account holder | $124 | $6,719-98.2% | $8,388-98.5% | $6,925-98.2% |