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 | $91,857 | $91,559+0.3% | $133,971-31.4% | $79,852+15.0% |
| Participation rate | 48.3% | 73.3%-25.1pp | 79.8%-31.6pp | 69.6%-21.4pp |
| Annual return | 21.53% | 61.85%-40.3pp | 45.09%-23.6pp | 31.72%-10.2pp |
| Employer contribution / active EE | $1,425 | $2,384-40.2% | $3,919-63.6% | $2,471-42.3% |
| Participant deferral / active EE | $2,652 | $3,734-29.0% | $5,047-47.5% | $3,740-29.1% |
| Admin fee / account holder | $224 | $6,321-96.4% | $8,929-97.5% | $5,306-95.8% |