Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $84,274 | $100,125-15.8% | $81,482+3.4% | $145,978-42.3% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.5%-13.0pp | 80.3%-23.8pp |
| Annual return | 17.74% | 34.44%-16.7pp | 24.79%-7.0pp | 550.52%-532.8pp |
| Employer contribution / active EE | $705 | $2,977-76.3% | $2,463-71.4% | $4,662-84.9% |
| Participant deferral / active EE | $6,944 | $4,609+50.7% | $3,885+78.7% | $6,690+3.8% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |