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 | $141,546 | $57,073+148.0% | $85,126+66.3% | $80,925+74.9% |
| Participation rate | 28.6% | 56.4%-27.8pp | 67.5%-39.0pp | 67.7%-39.1pp |
| Annual return | 29.45% | 21.69%+7.8pp | 66.63%-37.2pp | 35.65%-6.2pp |
| Employer contribution / active EE | $818 | $1,801-54.6% | $2,731-70.0% | $2,756-70.3% |
| Participant deferral / active EE | $4,131 | $3,113+32.7% | $4,523-8.7% | $4,299-3.9% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |