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 | $40,012 | $59,440-32.7% | $78,004-48.7% | $82,637-51.6% |
| Participation rate | 37.5% | 62.8%-25.3pp | 69.4%-31.9pp | 68.1%-30.6pp |
| Annual return | 15.13% | 40.24%-25.1pp | 31.07%-15.9pp | 53.51%-38.4pp |
| Employer contribution / active EE | $883 | $1,750-49.5% | $2,469-64.2% | $2,552-65.4% |
| Participant deferral / active EE | $2,651 | $3,138-15.5% | $4,092-35.2% | $4,126-35.8% |
| Admin fee / account holder | $112 | $5,504-98.0% | $7,578-98.5% | $7,339-98.5% |