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 | $143,728 | $183,516-21.7% | $155,534-7.6% | $145,884-1.5% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 10.79% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,091 | $5,315-79.5% | $4,675-76.7% | $4,662-76.6% |
| Participant deferral / active EE | $3,042 | $6,467-53.0% | $5,630-46.0% | $6,690-54.5% |
| Admin fee / account holder | $48 | $19,293-99.8% | $15,900-99.7% | $13,392-99.6% |