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 | $173,625 | $89,259+94.5% | $107,187+62.0% | $82,637+110.1% |
| Participation rate | 63.2% | 67.9%-4.8pp | 75.0%-11.9pp | 68.1%-4.9pp |
| Annual return | 13.58% | 21.02%-7.4pp | 204.55%-191.0pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,509 | $3,080-51.0% | $3,782-60.1% | $2,552-40.9% |
| Participant deferral / active EE | $2,880 | $4,037-28.7% | $5,096-43.5% | $4,126-30.2% |
| Admin fee / account holder | $3 | $7,381-100.0% | $9,162-100.0% | $7,339-100.0% |