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 | $78,192 | $122,962-36.4% | $71,585+9.2% | $138,895-43.7% |
| Participation rate | 50.0% | 68.9%-18.9pp | 68.2%-18.2pp | 79.9%-29.9pp |
| Annual return | 16.08% | 37.84%-21.8pp | 59.26%-43.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,076 | $2,620-20.8% | $1,669+24.4% | $4,194-50.5% |
| Participant deferral / active EE | $8,589 | $4,311+99.2% | $2,923+193.8% | $6,396+34.3% |
| Admin fee / account holder | $0 | $6,488-100.0% | $4,712-100.0% | $12,562-100.0% |