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 | $102,609 | $52,580+95.1% | $71,671+43.2% | $70,126+46.3% |
| Participation rate | 18.2% | 60.9%-42.7pp | 68.7%-50.6pp | 69.5%-51.4pp |
| Annual return | 16.72% | 20.25%-3.5pp | 20.65%-3.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,979 | $2,386-17.1% | $3,438-42.4% | $3,332-40.6% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |