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 | $82,039 | $96,731-15.2% | $123,973-33.8% | $86,983-5.7% |
| Participation rate | 69.2% | 70.0%-0.8pp | 76.7%-7.4pp | 69.5%-0.3pp |
| Annual return | 17.57% | 17.33%+0.2pp | 388.13%-370.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $2,881 | $3,297-12.6% | $4,126-30.2% | $2,584+11.5% |
| Participant deferral / active EE | $4,737 | $4,152+14.1% | $5,247-9.7% | $4,194+12.9% |
| Admin fee / account holder | $0 | $8,722-100.0% | $11,799-100.0% | $7,856-100.0% |