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 | $111,480 | $127,298-12.4% | $109,916+1.4% | $167,553-33.5% |
| Participation rate | 54.2% | 77.9%-23.7pp | 74.2%-20.1pp | 82.1%-27.9pp |
| Annual return | 16.08% | 22.97%-6.9pp | 29.46%-13.4pp | 478.89%-462.8pp |
| Employer contribution / active EE | $836 | $3,325-74.9% | $2,844-70.6% | $4,840-82.7% |
| Participant deferral / active EE | $1,733 | $4,513-61.6% | $4,047-57.2% | $6,343-72.7% |
| Admin fee / account holder | $36 | $7,119-99.5% | $6,069-99.4% | $12,316-99.7% |