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 | $59,079 | $81,446-27.5% | $103,374-42.8% | $80,874-26.9% |
| Participation rate | 57.7% | 66.9%-9.2pp | 74.5%-16.8pp | 67.6%-10.0pp |
| Annual return | 13.05% | 25.57%-12.5pp | 24.89%-11.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,502 | $3,107-51.7% | $3,869-61.2% | $2,756-45.5% |
| Participant deferral / active EE | $4,041 | $3,870+4.4% | $5,058-20.1% | $4,297-6.0% |
| Admin fee / account holder | $8 | $6,715-99.9% | $8,394-99.9% | $6,935-99.9% |