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 | $90,252 | $90,486-0.3% | $78,676+14.7% | $273,972-67.1% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 12.33% | 75.62%-63.3pp | 62.19%-49.9pp | 41.46%-29.1pp |
| Employer contribution / active EE | $1,355 | $3,175-57.3% | $2,850-52.5% | $4,869-72.2% |
| Participant deferral / active EE | $3,345 | $3,901-14.3% | $3,517-4.9% | $5,287-36.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |