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 | $126,376 | $88,707+42.5% | $74,185+70.4% | $273,970-53.9% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.6%-22.1pp | 83.0%-28.5pp |
| Annual return | 4.42% | 11.94%-7.5pp | 17.74%-13.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,514 | $3,159-52.1% | $2,370-36.1% | $4,869-68.9% |
| Participant deferral / active EE | $5,172 | $4,212+22.8% | $3,550+45.7% | $5,287-2.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |