Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $99,692 | $124,980-20.2% | $108,359-8.0% | $154,746-35.6% |
| Participation rate | 28.6% | 75.2%-46.6pp | 70.1%-41.6pp | 80.7%-52.1pp |
| Annual return | 25.04% | 45.00%-20.0pp | 36.89%-11.9pp | 172.34%-147.3pp |
| Employer contribution / active EE | $1,264 | $2,851-55.7% | $2,399-47.3% | $4,379-71.1% |
| Participant deferral / active EE | $5,198 | $4,743+9.6% | $4,137+25.6% | $6,730-22.8% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |