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 | $35,403 | $77,638-54.4% | $156,551-77.4% | $62,881-43.7% |
| Participation rate | 60.9% | 71.2%-10.3pp | 84.0%-23.1pp | 69.3%-8.4pp |
| Annual return | 7.11% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $973 | $3,444-71.7% | $5,501-82.3% | $2,281-57.3% |
| Participant deferral / active EE | $1,873 | $3,046-38.5% | $4,871-61.5% | $3,203-41.5% |
| Admin fee / account holder | $54 | $5,561-99.0% | $13,028-99.6% | $4,296-98.8% |