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 | $64,229 | $165,381-61.2% | $149,730-57.1% | $158,966-59.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.30% | 348.29%-336.0pp | 276.70%-264.4pp | 302.95%-290.6pp |
| Employer contribution / active EE | $2,888 | $5,104-43.4% | $4,645-37.8% | $4,762-39.4% |
| Participant deferral / active EE | $6,897 | $7,182-4.0% | $6,843+0.8% | $5,983+15.3% |
| Admin fee / account holder | $107 | $10,809-99.0% | $9,310-98.9% | $11,250-99.0% |