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 | $87,182 | $223,823-61.0% | $211,142-58.7% | $154,746-43.7% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 21.24% | 50.39%-29.2pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,513 | $6,787-77.7% | $6,442-76.5% | $4,379-65.5% |
| Participant deferral / active EE | $6,534 | $9,750-33.0% | $9,284-29.6% | $6,730-2.9% |
| Admin fee / account holder | $118 | $19,707-99.4% | $19,076-99.4% | $14,365-99.2% |