Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $99,218 | $78,520+26.4% | $96,576+2.7% | $82,448+20.3% |
| Participation rate | 64.0% | 77.7%-13.7pp | 81.4%-17.4pp | 68.1%-4.1pp |
| Annual return | 17.83% | 41.30%-23.5pp | 38.47%-20.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,528 | $2,630-41.9% | $3,553-57.0% | $2,551-40.1% |
| Participant deferral / active EE | $10,496 | $6,754+55.4% | $7,956+31.9% | $4,139+153.6% |
| Admin fee / account holder | $164 | $13,455-98.8% | $11,381-98.6% | $7,234-97.7% |