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 | $152,611 | $99,345+53.6% | $84,753+80.1% | $273,972-44.3% |
| Participation rate | 30.0% | 80.7%-50.7pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 6.96% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,483 | $4,214-64.8% | $3,574-58.5% | $4,869-69.5% |
| Participant deferral / active EE | $4,282 | $4,270+0.3% | $3,712+15.4% | $5,287-19.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |