Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,878 | $105,623-72.7% | $87,502-67.0% | $273,972-89.5% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $6,847 | $3,141+118.0% | $2,550+168.6% | $4,869+40.6% |
| Participant deferral / active EE | $13,695 | $3,601+280.3% | $3,149+334.9% | $5,287+159.0% |
| Admin fee / account holder | $73 | $4,781-98.5% | $4,221-98.3% | $10,133-99.3% |