Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $74,499 | $115,225-35.3% | $100,712-26.0% | $138,895-46.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 11.97% | 40.35%-28.4pp | 33.27%-21.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,710 | $2,771+33.9% | $2,313+60.4% | $4,194-11.6% |
| Participant deferral / active EE | $8,222 | $4,699+75.0% | $4,085+101.3% | $6,396+28.6% |
| Admin fee / account holder | $30 | $10,844-99.7% | $9,256-99.7% | $12,562-99.8% |