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 | $102,824 | $106,923-3.8% | $84,023+22.4% | $152,909-32.8% |
| Participation rate | 60.9% | 75.3%-14.4pp | 69.0%-8.1pp | 82.5%-21.6pp |
| Annual return | 17.89% | 105.02%-87.1pp | 71.32%-53.4pp | 345.46%-327.6pp |
| Employer contribution / active EE | $951 | $2,735-65.2% | $1,984-52.1% | $4,764-80.0% |
| Participant deferral / active EE | $5,142 | $4,013+28.1% | $3,239+58.7% | $5,851-12.1% |
| Admin fee / account holder | $195 | $8,289-97.7% | $6,102-96.8% | $11,601-98.3% |