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 | $89,197 | $107,368-16.9% | $92,915-4.0% | $152,909-41.7% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.5%-37.0pp |
| Annual return | 17.26% | 145.64%-128.4pp | 109.45%-92.2pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,536 | $4,222-63.6% | $3,653-58.0% | $4,764-67.8% |
| Participant deferral / active EE | $3,913 | $4,848-19.3% | $4,238-7.7% | $5,851-33.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |