Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $102,019 | $110,379-7.6% | $102,412-0.4% | $145,884-30.1% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 13.43% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,303 | $4,216-69.1% | $3,870-66.3% | $4,662-72.1% |
| Participant deferral / active EE | $3,407 | $5,622-39.4% | $5,060-32.7% | $6,690-49.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |