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 | $58,166 | $67,602-14.0% | $82,312-29.3% | $70,126-17.1% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.9%-31.7pp | 69.5%-24.4pp |
| Annual return | 12.39% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $721 | $1,755-58.9% | $2,428-70.3% | $2,343-69.2% |
| Participant deferral / active EE | $2,016 | $2,987-32.5% | $3,706-45.6% | $3,332-39.5% |
| Admin fee / account holder | $189 | $4,512-95.8% | $5,608-96.6% | $4,645-95.9% |