Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,295 | $91,559-57.1% | $133,978-70.7% | $79,856-50.8% |
| Participation rate | 55.0% | 73.3%-18.3pp | 79.8%-24.8pp | 69.6%-14.6pp |
| Annual return | 27.12% | 61.85%-34.7pp | 45.10%-18.0pp | 31.71%-4.6pp |
| Employer contribution / active EE | $1,670 | $2,384-29.9% | $3,919-57.4% | $2,471-32.4% |
| Participant deferral / active EE | $3,972 | $3,734+6.4% | $5,047-21.3% | $3,741+6.2% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |