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 | $118,507 | $124,346-4.7% | $111,308+6.5% | $167,536-29.3% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 22.12% | 37.45%-15.3pp | 54.67%-32.5pp | 478.82%-456.7pp |
| Employer contribution / active EE | $3,055 | $3,437-11.1% | $2,732+11.8% | $4,839-36.9% |
| Participant deferral / active EE | $10,982 | $5,182+111.9% | $4,487+144.7% | $6,342+73.1% |
| Admin fee / account holder | $20 | $10,621-99.8% | $7,965-99.7% | $12,315-99.8% |