Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,154 | $86,949-23.9% | $102,460-35.4% | $80,959-18.3% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 15.25% | 18.89%-3.6pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $4,409 | $2,370+86.1% | $3,025+45.8% | $2,757+59.9% |
| Participant deferral / active EE | $9,167 | $4,121+122.4% | $5,056+81.3% | $4,300+113.2% |
| Admin fee / account holder | $0 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |