Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,512 | $37,446-29.2% | $77,513-65.8% | $79,852-66.8% |
| Participation rate | 48.0% | 41.5%+6.5pp | 54.2%-6.2pp | 69.6%-21.6pp |
| Annual return | 16.18% | 39.76%-23.6pp | 54.81%-38.6pp | 31.72%-15.5pp |
| Employer contribution / active EE | $569 | $637-10.7% | $987-42.3% | $2,471-77.0% |
| Participant deferral / active EE | $582 | $1,261-53.9% | $1,861-68.7% | $3,740-84.4% |
| Admin fee / account holder | $269 | $2,506-89.3% | $2,859-90.6% | $5,306-94.9% |