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 | $74,878 | $185,312-59.6% | $161,489-53.6% | $154,746-51.6% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 14.45% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,475 | $4,769-69.1% | $4,268-65.5% | $4,379-66.3% |
| Participant deferral / active EE | $5,926 | $6,350-6.7% | $5,630+5.3% | $6,730-12.0% |
| Admin fee / account holder | $294 | $18,654-98.4% | $16,006-98.2% | $14,365-98.0% |