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 | $228,597 | $73,988+209.0% | $96,538+136.8% | $75,177+204.1% |
| Participation rate | 23.3% | 66.4%-43.1pp | 74.3%-51.0pp | 67.2%-43.9pp |
| Annual return | 18.77% | 26.73%-8.0pp | 35.74%-17.0pp | 160.75%-142.0pp |
| Employer contribution / active EE | $909 | $2,930-69.0% | $3,740-75.7% | $2,671-66.0% |
| Participant deferral / active EE | $3,468 | $3,660-5.3% | $4,880-29.0% | $4,126-16.0% |
| Admin fee / account holder | $165 | $5,220-96.8% | $6,737-97.6% | $5,651-97.1% |