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 | $106,784 | $110,337-3.2% | $102,383+4.3% | $145,877-26.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 10.83% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,780 | $4,216-57.8% | $3,870-54.0% | $4,663-61.8% |
| Participant deferral / active EE | $6,238 | $5,621+11.0% | $5,060+23.3% | $6,691-6.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |