Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,450 | $86,922-58.1% | $102,438-64.4% | $80,874-54.9% |
| Participation rate | 30.0% | 72.4%-42.4pp | 76.5%-46.5pp | 67.6%-37.6pp |
| Annual return | 15.64% | 18.90%-3.3pp | 29.37%-13.7pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,111 | $2,369-53.1% | $3,024-63.2% | $2,756-59.7% |
| Participant deferral / active EE | $3,246 | $4,119-21.2% | $5,054-35.8% | $4,297-24.5% |
| Admin fee / account holder | $20 | $8,050-99.8% | $9,448-99.8% | $6,935-99.7% |