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 | $46,345 | $138,386-66.5% | $184,260-74.8% | $80,935-42.7% |
| Participation rate | 67.4% | 83.9%-16.5pp | 86.8%-19.4pp | 67.7%-0.2pp |
| Annual return | 13.17% | 20.02%-6.9pp | 28.84%-15.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $4,257 | $4,851-12.2% | $6,427-33.8% | $2,757+54.4% |
| Participant deferral / active EE | $6,417 | $7,076-9.3% | $9,133-29.7% | $4,299+49.3% |
| Admin fee / account holder | $295 | $10,489-97.2% | $13,898-97.9% | $6,924-95.7% |