Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $99,911 | $110,337-9.4% | $102,383-2.4% | $145,877-31.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 15.05% | 24.83%-9.8pp | 24.94%-9.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,692 | $4,216-59.9% | $3,870-56.3% | $4,663-63.7% |
| Participant deferral / active EE | $12,188 | $5,621+116.8% | $5,060+140.9% | $6,691+82.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |