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 | $94,024 | $124,425-24.4% | $112,040-16.1% | $137,256-31.5% |
| Participation rate | 41.2% | 79.3%-38.1pp | 76.5%-35.3pp | 80.0%-38.8pp |
| Annual return | 14.05% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $839 | $3,411-75.4% | $2,954-71.6% | $4,156-79.8% |
| Participant deferral / active EE | $2,024 | $5,718-64.6% | $5,098-60.3% | $6,407-68.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |