Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $59,534 | $93,617-36.4% | $135,982-56.2% | $75,177-20.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 24.00% | 30.89%-6.9pp | 68.32%-44.3pp | 160.75%-136.8pp |
| Employer contribution / active EE | $3,804 | $3,538+7.5% | $4,859-21.7% | $2,671+42.4% |
| Participant deferral / active EE | $5,935 | $6,406-7.4% | $7,760-23.5% | $4,126+43.8% |
| Admin fee / account holder | $265 | $6,980-96.2% | $10,767-97.5% | $5,651-95.3% |