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 | $74,325 | $64,359+15.5% | $90,161-17.6% | $70,126+6.0% |
| Participation rate | 69.0% | 70.4%-1.5pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 21.66% | 28.13%-6.5pp | 34.89%-13.2pp | 73.15%-51.5pp |
| Employer contribution / active EE | $2,228 | $2,046+8.9% | $3,318-32.8% | $2,343-4.9% |
| Participant deferral / active EE | $6,707 | $4,389+52.8% | $5,287+26.9% | $3,332+101.3% |
| Admin fee / account holder | $71 | $3,945-98.2% | $5,943-98.8% | $4,645-98.5% |