Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,008 | $114,013-43.9% | $103,693-38.3% | $155,188-58.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 11.38% | 49.31%-37.9pp | 47.61%-36.2pp | 148.84%-137.5pp |
| Employer contribution / active EE | $2,869 | $3,131-8.4% | $2,920-1.8% | $4,248-32.5% |
| Participant deferral / active EE | $7,802 | $4,970+57.0% | $4,579+70.4% | $6,531+19.5% |
| Admin fee / account holder | $153 | $8,407-98.2% | $7,858-98.0% | $14,480-98.9% |