Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,874 | $115,225-67.1% | $100,712-62.4% | $138,895-72.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 19.20% | 40.35%-21.1pp | 33.27%-14.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,712 | $2,771-38.2% | $2,313-26.0% | $4,194-59.2% |
| Participant deferral / active EE | $2,736 | $4,699-41.8% | $4,085-33.0% | $6,396-57.2% |
| Admin fee / account holder | $251 | $10,844-97.7% | $9,256-97.3% | $12,562-98.0% |