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 | $58,519 | $57,590+1.6% | $86,233-32.1% | $82,448-29.0% |
| Participation rate | 25.0% | 57.9%-32.9pp | 69.0%-44.0pp | 68.1%-43.1pp |
| Annual return | 15.58% | 22.41%-6.8pp | 61.39%-45.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $452 | $1,655-72.7% | $2,504-82.0% | $2,551-82.3% |
| Participant deferral / active EE | $1,438 | $3,080-53.3% | $4,559-68.5% | $4,139-65.3% |
| Admin fee / account holder | $296 | $4,730-93.7% | $8,342-96.5% | $7,234-95.9% |