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 | $73,720 | $227,597-67.6% | $189,575-61.1% | $167,536-56.0% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.4%-15.3pp | 82.1%-19.0pp |
| Annual return | 20.20% | 78.44%-58.2pp | 64.19%-44.0pp | 478.82%-458.6pp |
| Employer contribution / active EE | $2,052 | $5,316-61.4% | $4,412-53.5% | $4,839-57.6% |
| Participant deferral / active EE | $3,659 | $7,002-47.7% | $6,174-40.7% | $6,342-42.3% |
| Admin fee / account holder | $20 | $11,877-99.8% | $9,806-99.8% | $12,315-99.8% |