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 | $111,586 | $58,493+90.8% | $84,021+32.8% | $72,975+52.9% |
| Participation rate | 69.2% | 61.2%+8.0pp | 69.0%+0.2pp | 69.5%-0.3pp |
| Annual return | 24.87% | 28.93%-4.1pp | 71.32%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $451 | $1,163-61.3% | $1,984-77.3% | $2,440-81.5% |
| Participant deferral / active EE | $2,818 | $2,394+17.7% | $3,239-13.0% | $3,608-21.9% |
| Admin fee / account holder | $271 | $4,569-94.1% | $6,102-95.6% | $5,124-94.7% |