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 | $73,699 | $123,155-40.2% | $108,753-32.2% | $155,188-52.5% |
| Participation rate | 52.4% | 75.6%-23.2pp | 71.1%-18.7pp | 80.8%-28.4pp |
| Annual return | 19.15% | 44.73%-25.6pp | 37.47%-18.3pp | 148.84%-129.7pp |
| Employer contribution / active EE | $848 | $2,811-69.8% | $2,427-65.1% | $4,248-80.0% |
| Participant deferral / active EE | $1,462 | $4,623-68.4% | $4,115-64.5% | $6,531-77.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |