Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $107,078 | $57,061+87.7% | $85,063+25.9% | $80,911+32.3% |
| Participation rate | 19.7% | 56.3%-36.7pp | 67.5%-47.8pp | 67.6%-48.0pp |
| Annual return | 78.35% | 21.66%+56.7pp | 66.54%+11.8pp | 35.63%+42.7pp |
| Employer contribution / active EE | $282 | $1,799-84.3% | $2,727-89.7% | $2,756-89.8% |
| Participant deferral / active EE | $1,197 | $3,110-61.5% | $4,523-73.5% | $4,297-72.1% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,155-100.0% | $6,935-100.0% |