Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $81,798 | $211,288-61.3% | $178,540-54.2% | $145,884-43.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.40% | 30.27%-16.9pp | 27.15%-13.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,817 | $4,574-60.3% | $3,953-54.0% | $4,662-61.0% |
| Participant deferral / active EE | $5,759 | $6,967-17.3% | $6,281-8.3% | $6,690-13.9% |
| Admin fee / account holder | $221 | $12,105-98.2% | $10,424-97.9% | $13,392-98.3% |