Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $141,929 | $74,535+90.4% | $100,712+40.9% | $82,637+71.7% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.3%-44.3pp | 68.1%-43.1pp |
| Annual return | 15.84% | 18.92%-3.1pp | 33.27%-17.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $767 | $1,503-49.0% | $2,313-66.8% | $2,552-70.0% |
| Participant deferral / active EE | $4,277 | $3,074+39.1% | $4,085+4.7% | $4,126+3.7% |
| Admin fee / account holder | $23 | $6,576-99.7% | $9,256-99.8% | $7,339-99.7% |