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 | $18,104 | $62,672-71.1% | $185,117-90.2% | $70,126-74.2% |
| Participation rate | 63.9% | 63.8%+0.1pp | 77.3%-13.4pp | 69.5%-5.7pp |
| Annual return | 21.96% | 40.79%-18.8pp | 40.50%-18.5pp | 73.15%-51.2pp |
| Employer contribution / active EE | $1,726 | $1,753-1.5% | $4,182-58.7% | $2,343-26.3% |
| Participant deferral / active EE | $3,784 | $3,272+15.7% | $5,045-25.0% | $3,332+13.6% |
| Admin fee / account holder | $197 | $3,932-95.0% | $8,159-97.6% | $4,645-95.8% |