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 | $34,195 | $65,367-47.7% | $92,915-63.2% | $72,976-53.1% |
| Participation rate | 54.3% | 68.3%-14.0pp | 76.0%-21.7pp | 69.5%-15.2pp |
| Annual return | 23.02% | 42.11%-19.1pp | 109.45%-86.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $969 | $2,594-62.7% | $3,653-73.5% | $2,440-60.3% |
| Participant deferral / active EE | $1,615 | $3,128-48.4% | $4,238-61.9% | $3,608-55.2% |
| Admin fee / account holder | $236 | $4,251-94.5% | $5,796-95.9% | $5,124-95.4% |