Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,459 | $58,851+62.2% | $115,167-17.1% | $72,976+30.8% |
| Participation rate | 29.5% | 65.5%-36.0pp | 75.9%-46.4pp | 69.5%-39.9pp |
| Annual return | 24.91% | 23.16%+1.8pp | 35.60%-10.7pp | 81.02%-56.1pp |
| Employer contribution / active EE | $724 | $1,798-59.7% | $3,179-77.2% | $2,440-70.3% |
| Participant deferral / active EE | $2,615 | $2,643-1.0% | $4,169-37.3% | $3,608-27.5% |
| Admin fee / account holder | $218 | $6,370-96.6% | $7,089-96.9% | $5,124-95.7% |