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 | $69,441 | $112,729-38.4% | $98,716-29.7% | $137,256-49.4% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.3%-0.9pp | 80.0%-11.5pp |
| Annual return | 16.21% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,055 | $2,725-24.6% | $2,279-9.8% | $4,156-50.6% |
| Participant deferral / active EE | $3,962 | $4,640-14.6% | $4,048-2.1% | $6,407-38.2% |
| Admin fee / account holder | $55 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |