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 | $64,812 | $65,364-0.8% | $92,909-30.2% | $72,975-11.2% |
| Participation rate | 21.9% | 68.3%-46.4pp | 76.0%-54.1pp | 69.5%-47.6pp |
| Annual return | 20.56% | 42.11%-21.5pp | 109.44%-88.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $971 | $2,594-62.6% | $3,653-73.4% | $2,440-60.2% |
| Participant deferral / active EE | $1,964 | $3,128-37.2% | $4,238-53.7% | $3,608-45.6% |
| Admin fee / account holder | $204 | $4,251-95.2% | $5,795-96.5% | $5,124-96.0% |