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 | $114,331 | $86,940+31.5% | $102,434+11.6% | $80,935+41.3% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 16.22% | 18.89%-2.7pp | 29.46%-13.2pp | 35.66%-19.4pp |
| Employer contribution / active EE | $982 | $2,370-58.6% | $3,023-67.5% | $2,757-64.4% |
| Participant deferral / active EE | $2,096 | $4,121-49.1% | $5,055-58.5% | $4,299-51.2% |
| Admin fee / account holder | -$341 | $8,047-104.2% | $9,462-103.6% | $6,924-104.9% |