Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $103,262 | $115,225-10.4% | $100,712+2.5% | $138,895-25.7% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.3%-49.3pp | 79.9%-59.9pp |
| Annual return | 22.73% | 40.35%-17.6pp | 33.27%-10.5pp | 145.39%-122.7pp |
| Employer contribution / active EE | $936 | $2,771-66.2% | $2,313-59.5% | $4,194-77.7% |
| Participant deferral / active EE | $4,700 | $4,6990% | $4,085+15.1% | $6,396-26.5% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |