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 | $71,146 | $107,368-33.7% | $92,915-23.4% | $152,909-53.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 23.02% | 145.64%-122.6pp | 109.45%-86.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $954 | $4,222-77.4% | $3,653-73.9% | $4,764-80.0% |
| Participant deferral / active EE | $4,399 | $4,848-9.3% | $4,238+3.8% | $5,851-24.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |