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 | $86,860 | $123,478-29.7% | $216,567-59.9% | $94,015-7.6% |
| Participation rate | 54.4% | 75.1%-20.7pp | 81.6%-27.3pp | 70.8%-16.4pp |
| Annual return | 20.11% | 23.61%-3.5pp | 12.94%+7.2pp | 17.84%+2.3pp |
| Employer contribution / active EE | $2,036 | $3,136-35.1% | $5,216-61.0% | $2,790-27.0% |
| Participant deferral / active EE | $3,534 | $4,556-22.4% | $6,191-42.9% | $4,249-16.8% |
| Admin fee / account holder | $146 | $12,753-98.9% | $21,981-99.3% | $8,951-98.4% |