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 | $81,433 | $102,245-20.4% | $89,340-8.9% | $137,256-40.7% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 13.12% | 21.89%-8.8pp | 20.57%-7.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,356 | $2,529-46.4% | $2,231-39.2% | $4,156-67.4% |
| Participant deferral / active EE | $10,218 | $4,436+130.3% | $3,823+167.3% | $6,407+59.5% |
| Admin fee / account holder | $164 | $8,085-98.0% | $6,704-97.6% | $12,270-98.7% |