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 | $91,184 | $99,652-8.5% | $78,778+15.7% | $147,586-38.2% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 22.53% | 47.28%-24.8pp | 35.62%-13.1pp | 578.59%-556.1pp |
| Employer contribution / active EE | $812 | $2,796-71.0% | $1,986-59.1% | $4,876-83.4% |
| Participant deferral / active EE | $1,154 | $3,664-68.5% | $2,958-61.0% | $5,439-78.8% |
| Admin fee / account holder | $16 | $7,155-99.8% | $5,134-99.7% | $10,886-99.9% |