Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,141 | $77,638-44.4% | $156,551-72.4% | $62,881-31.4% |
| Participation rate | 27.3% | 71.2%-43.9pp | 84.0%-56.7pp | 69.3%-42.0pp |
| Annual return | 6.65% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $733 | $3,444-78.7% | $5,501-86.7% | $2,281-67.8% |
| Participant deferral / active EE | $1,467 | $3,046-51.8% | $4,871-69.9% | $3,203-54.2% |
| Admin fee / account holder | $27 | $5,561-99.5% | $13,028-99.8% | $4,296-99.4% |