Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,263 | $72,273-9.7% | $101,275-35.6% | $79,856-18.3% |
| Participation rate | 41.7% | 68.5%-26.8pp | 75.8%-34.1pp | 69.6%-28.0pp |
| Annual return | 19.57% | 22.30%-2.7pp | 46.48%-26.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,925 | $2,691-28.5% | $3,660-47.4% | $2,471-22.1% |
| Participant deferral / active EE | $3,797 | $3,282+15.7% | $4,371-13.1% | $3,741+1.5% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |