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 | $154,843 | $151,427+2.3% | $112,860+37.2% | $154,746+0.1% |
| Participation rate | 50.0% | 69.1%-19.1pp | 66.3%-16.3pp | 80.7%-30.7pp |
| Annual return | 6.41% | 30.95%-24.5pp | 35.26%-28.8pp | 172.34%-165.9pp |
| Employer contribution / active EE | $1,000 | $2,750-63.6% | $2,206-54.7% | $4,379-77.2% |
| Participant deferral / active EE | $4,000 | $4,285-6.6% | $3,493+14.5% | $6,730-40.6% |
| Admin fee / account holder | $117 | $7,369-98.4% | $6,841-98.3% | $14,365-99.2% |