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 | $99,024 | $103,393-4.2% | $87,103+13.7% | $152,909-35.2% |
| Participation rate | 52.9% | 79.4%-26.4pp | 76.9%-23.9pp | 82.5%-29.5pp |
| Annual return | 23.76% | 28.10%-4.3pp | 28.19%-4.4pp | 345.46%-321.7pp |
| Employer contribution / active EE | $1,515 | $3,221-53.0% | $2,521-39.9% | $4,764-68.2% |
| Participant deferral / active EE | $5,140 | $4,778+7.6% | $4,049+27.0% | $5,851-12.2% |
| Admin fee / account holder | $12 | $12,195-99.9% | $7,491-99.8% | $11,601-99.9% |