Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $83,439 | $104,650-20.3% | $83,854-0.5% | $155,188-46.2% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 18.35% | 28.97%-10.6pp | 31.39%-13.0pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,789 | $1,196+49.5% | $1,017+75.9% | $4,248-57.9% |
| Participant deferral / active EE | $7,833 | $2,367+230.9% | $2,035+284.9% | $6,531+19.9% |
| Admin fee / account holder | $17 | $3,518-99.5% | $3,197-99.5% | $14,480-99.9% |