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 | $72,787 | $154,365-52.8% | $130,231-44.1% | $139,456-47.8% |
| Participation rate | 68.8% | 79.9%-11.2pp | 76.3%-7.5pp | 80.3%-11.6pp |
| Annual return | 27.18% | 30.34%-3.2pp | 38.77%-11.6pp | 373.45%-346.3pp |
| Employer contribution / active EE | $4,307 | $5,170-16.7% | $4,126+4.4% | $4,753-9.4% |
| Participant deferral / active EE | $9,432 | $8,498+11.0% | $6,799+38.7% | $6,711+40.5% |
| Admin fee / account holder | $209 | $9,214-97.7% | $6,020-96.5% | $11,407-98.2% |