Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $115,537 | $124,425-7.1% | $112,040+3.1% | $137,256-15.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 16.20% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,942 | $3,411-43.1% | $2,954-34.3% | $4,156-53.3% |
| Participant deferral / active EE | $6,370 | $5,718+11.4% | $5,098+25.0% | $6,407-0.6% |
| Admin fee / account holder | $27 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |