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 | $100,394 | $154,193-34.9% | $130,045-22.8% | $139,466-28.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 18.79% | 32.51%-13.7pp | -137.30%+156.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $2,559 | $5,292-51.6% | $4,321-40.8% | $4,754-46.2% |
| Participant deferral / active EE | $7,396 | $6,709+10.3% | $5,820+27.1% | $6,712+10.2% |
| Admin fee / account holder | $153 | $13,989-98.9% | $10,600-98.6% | $11,409-98.7% |