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 | $29,881 | $81,358-63.3% | $155,556-80.8% | $80,959-63.1% |
| Participation rate | 58.3% | 66.3%-7.9pp | 78.2%-19.9pp | 67.7%-9.3pp |
| Annual return | 24.69% | 33.39%-8.7pp | 64.84%-40.1pp | 35.67%-11.0pp |
| Employer contribution / active EE | $1,344 | $3,106-56.7% | $4,675-71.3% | $2,757-51.3% |
| Participant deferral / active EE | $5,263 | $3,455+52.3% | $5,631-6.5% | $4,300+22.4% |
| Admin fee / account holder | $225 | $7,994-97.2% | $15,885-98.6% | $6,925-96.7% |