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 | $93,194 | $69,977+33.2% | $108,582-14.2% | $62,881+48.2% |
| Participation rate | 60.7% | 72.9%-12.2pp | 79.6%-18.9pp | 69.3%-8.6pp |
| Annual return | 7.09% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,561 | $3,165+44.1% | $4,311+5.8% | $3,203+42.4% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |