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 | $18,511 | $49,025-62.2% | $87,502-78.8% | $62,881-70.6% |
| Participation rate | 48.8% | 64.9%-16.1pp | 73.8%-25.1pp | 69.3%-20.5pp |
| Annual return | 14.18% | 10.02%+4.2pp | 12.21%+2.0pp | 20.14%-6.0pp |
| Employer contribution / active EE | $1,073 | $1,372-21.8% | $2,550-57.9% | $2,281-53.0% |
| Participant deferral / active EE | $2,620 | $2,289+14.4% | $3,149-16.8% | $3,203-18.2% |
| Admin fee / account holder | $90 | $4,065-97.8% | $4,221-97.9% | $4,296-97.9% |