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 | $63,193 | $89,367-29.3% | $141,191-55.2% | $72,975-13.4% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.5%-17.1pp | 69.5%-4.1pp |
| Annual return | 29.75% | 111.87%-82.1pp | 71.41%-41.7pp | 81.01%-51.3pp |
| Employer contribution / active EE | $7,025 | $3,115+125.5% | $4,736+48.3% | $2,440+187.9% |
| Participant deferral / active EE | $4,598 | $5,419-15.1% | $6,710-31.5% | $3,608+27.4% |
| Admin fee / account holder | $265 | $5,957-95.5% | $10,264-97.4% | $5,124-94.8% |