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 | $60,326 | $58,493+3.1% | $84,023-28.2% | $72,976-17.3% |
| Participation rate | 31.7% | 61.2%-29.6pp | 69.0%-37.4pp | 69.5%-37.8pp |
| Annual return | 21.75% | 28.93%-7.2pp | 71.32%-49.6pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,411 | $2,394-41.1% | $3,239-56.5% | $3,608-60.9% |
| Admin fee / account holder | $249 | $4,569-94.5% | $6,102-95.9% | $5,124-95.1% |