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 | $137,774 | $89,259+54.4% | $107,187+28.5% | $82,637+66.7% |
| Participation rate | 51.1% | 67.9%-16.8pp | 75.0%-23.9pp | 68.1%-16.9pp |
| Annual return | 36.20% | 21.02%+15.2pp | 204.55%-168.3pp | 53.51%-17.3pp |
| Employer contribution / active EE | $1,114 | $3,080-63.8% | $3,782-70.5% | $2,552-56.3% |
| Participant deferral / active EE | $3,112 | $4,037-22.9% | $5,096-38.9% | $4,126-24.6% |
| Admin fee / account holder | $238 | $7,381-96.8% | $9,162-97.4% | $7,339-96.8% |