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 | $45,193 | $96,508-53.2% | $75,901-40.5% | $152,897-70.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.3%-5.6pp | 82.5%-18.8pp |
| Annual return | 19.10% | 33.99%-14.9pp | 30.76%-11.7pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,159 | $3,310-65.0% | $2,501-53.7% | $4,764-75.7% |
| Participant deferral / active EE | $3,339 | $4,554-26.7% | $3,603-7.3% | $5,851-42.9% |
| Admin fee / account holder | $101 | $8,081-98.8% | $5,420-98.1% | $11,599-99.1% |