Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $83,794 | $181,062-53.7% | $158,223-47.0% | $155,188-46.0% |
| Participation rate | 16.7% | 82.7%-66.0pp | 79.2%-62.5pp | 80.8%-64.1pp |
| Annual return | 19.54% | 57.39%-37.8pp | 52.09%-32.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,640 | $4,565-64.1% | $4,109-60.1% | $4,248-61.4% |
| Participant deferral / active EE | $4,406 | $6,134-28.2% | $5,467-19.4% | $6,531-32.5% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |