Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,790 | $79,955-27.7% | $98,461-41.3% | $75,173-23.1% |
| Participation rate | 13.3% | 70.4%-57.0pp | 75.2%-61.8pp | 67.2%-53.9pp |
| Annual return | 21.32% | 19.75%+1.6pp | 21.17%+0.1pp | 160.72%-139.4pp |
| Employer contribution / active EE | $684 | $2,264-69.8% | $3,049-77.6% | $2,671-74.4% |
| Participant deferral / active EE | $1,653 | $3,752-55.9% | $4,738-65.1% | $4,126-59.9% |
| Admin fee / account holder | $259 | $6,841-96.2% | $8,961-97.1% | $5,651-95.4% |