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 | $69,159 | $176,794-60.9% | $146,647-52.8% | $167,553-58.7% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 18.72% | 24.04%-5.3pp | 22.75%-4.0pp | 478.89%-460.2pp |
| Employer contribution / active EE | $4,680 | $5,161-9.3% | $4,137+13.1% | $4,840-3.3% |
| Participant deferral / active EE | $5,235 | $6,440-18.7% | $5,506-4.9% | $6,343-17.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |