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 | $70,854 | $99,053-28.5% | $88,179-19.6% | $138,895-49.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 18.59% | 78.17%-59.6pp | 64.97%-46.4pp | 145.39%-126.8pp |
| Employer contribution / active EE | $879 | $2,882-69.5% | $2,549-65.5% | $4,194-79.1% |
| Participant deferral / active EE | $11,590 | $5,225+121.8% | $4,614+151.2% | $6,396+81.2% |
| Admin fee / account holder | $256 | $8,748-97.1% | $7,673-96.7% | $12,562-98.0% |