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 | $107,592 | $96,491+11.5% | $75,894+41.8% | $152,885-29.6% |
| Participation rate | 57.9% | 76.2%-18.3pp | 69.3%-11.4pp | 82.5%-24.6pp |
| Annual return | 25.26% | 33.98%-8.7pp | 30.76%-5.5pp | 345.39%-320.1pp |
| Employer contribution / active EE | $1,316 | $3,310-60.2% | $2,501-47.4% | $4,763-72.4% |
| Participant deferral / active EE | $3,627 | $4,553-20.4% | $3,603+0.6% | $5,851-38.0% |
| Admin fee / account holder | $87 | $8,079-98.9% | $5,420-98.4% | $11,598-99.3% |