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 | $60,442-3.2% | $96,754-39.5% | $87,485-33.1% |
| Participation rate | 25.0% | 58.7%-33.7pp | 70.3%-45.3pp | 68.9%-43.9pp |
| Annual return | 15.58% | 21.97%-6.4pp | 82.04%-66.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $452 | $1,691-73.3% | $2,679-83.1% | $2,596-82.6% |
| Participant deferral / active EE | $1,438 | $3,280-56.1% | $4,758-69.8% | $4,274-66.3% |
| Admin fee / account holder | $296 | $5,069-94.2% | $8,905-96.7% | $7,775-96.2% |