Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,660 | $71,215-31.7% | $93,696-48.1% | $80,935-39.9% |
| Participation rate | 48.1% | 60.4%-12.3pp | 68.7%-20.6pp | 67.7%-19.5pp |
| Annual return | 13.36% | 11.27%+2.1pp | 133.74%-120.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,376 | $1,565-12.1% | $2,422-43.2% | $2,757-50.1% |
| Participant deferral / active EE | $4,242 | $4,037+5.1% | $4,417-4.0% | $4,299-1.3% |
| Admin fee / account holder | $20 | $6,958-99.7% | $8,287-99.8% | $6,924-99.7% |