Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $82,803 | $110,379-25.0% | $102,412-19.1% | $145,884-43.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 12.12% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,339 | $4,216-44.5% | $3,870-39.6% | $4,662-49.8% |
| Participant deferral / active EE | $2,185 | $5,622-61.1% | $5,060-56.8% | $6,690-67.3% |
| Admin fee / account holder | $77 | $9,745-99.2% | $8,388-99.1% | $13,392-99.4% |