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 | $95,902 | $115,814-17.2% | $101,275-5.3% | $158,982-39.7% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 22.53% | 56.16%-33.6pp | 46.48%-24.0pp | 302.99%-280.5pp |
| Employer contribution / active EE | $1,682 | $4,176-59.7% | $3,660-54.1% | $4,763-64.7% |
| Participant deferral / active EE | $5,388 | $4,958+8.7% | $4,371+23.3% | $5,983-10.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |