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 | $128,118 | $110,278+16.2% | $95,740+33.8% | $139,466-8.1% |
| Participation rate | 37.5% | 75.7%-38.2pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 12.65% | 27.19%-14.5pp | 28.41%-15.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,469 | $3,260-54.9% | $2,836-48.2% | $4,754-69.1% |
| Participant deferral / active EE | $4,510 | $4,674-3.5% | $4,244+6.3% | $6,712-32.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |