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 | $117,706 | $93,064+26.5% | $74,577+57.8% | $273,972-57.0% |
| Participation rate | 26.3% | 74.9%-48.6pp | 68.1%-41.8pp | 83.0%-56.7pp |
| Annual return | 6.51% | 26.18%-19.7pp | 20.47%-14.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $429 | $3,160-86.4% | $2,525-83.0% | $4,869-91.2% |
| Participant deferral / active EE | $440 | $4,160-89.4% | $3,458-87.3% | $5,287-91.7% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |