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 | $174,602 | $114,712+52.2% | $173,730+0.5% | $87,485+99.6% |
| Participation rate | 59.3% | 73.0%-13.7pp | 79.6%-20.3pp | 68.9%-9.7pp |
| Annual return | 17.91% | 20.18%-2.3pp | 19.96%-2.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,594 | $2,904-45.1% | $4,577-65.2% | $2,596-38.6% |
| Participant deferral / active EE | $3,705 | $4,642-20.2% | $6,326-41.4% | $4,274-13.3% |
| Admin fee / account holder | $290 | $10,210-97.2% | $17,523-98.3% | $7,775-96.3% |