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 | $32,029 | $73,787-56.6% | $98,716-67.6% | $82,448-61.2% |
| Participation rate | 65.9% | 61.4%+4.5pp | 69.3%-3.4pp | 68.1%-2.2pp |
| Annual return | 20.92% | 18.57%+2.4pp | 31.81%-10.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,652 | $1,511+9.3% | $2,279-27.5% | $2,551-35.2% |
| Participant deferral / active EE | $3,260 | $3,081+5.8% | $4,048-19.5% | $4,139-21.3% |
| Admin fee / account holder | $269 | $6,500-95.9% | $8,703-96.9% | $7,234-96.3% |