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 | $81,955 | $96,956-15.5% | $69,779+17.4% | $273,972-70.1% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.8%-38.5pp | 83.0%-49.7pp |
| Annual return | 3.67% | 12.93%-9.3pp | 12.99%-9.3pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,235 | $3,316-62.8% | $2,338-47.2% | $4,869-74.6% |
| Participant deferral / active EE | $2,511 | $3,744-32.9% | $2,931-14.3% | $5,287-52.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |