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 | $123,236 | $93,064+32.4% | $74,577+65.2% | $273,972-55.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 6.37% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $462 | $3,160-85.4% | $2,525-81.7% | $4,869-90.5% |
| Participant deferral / active EE | $1,094 | $4,160-73.7% | $3,458-68.4% | $5,287-79.3% |
| Admin fee / account holder | $50 | $5,273-99.1% | $4,138-98.8% | $10,133-99.5% |