Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $158,771 | $57,828+174.6% | $117,039+35.7% | $70,126+126.4% |
| Participation rate | 48.3% | 67.1%-18.8pp | 77.2%-28.9pp | 69.5%-21.3pp |
| Annual return | 13.39% | 17.55%-4.2pp | 18.95%-5.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,102 | $1,816-39.3% | $3,785-70.9% | $2,343-52.9% |
| Participant deferral / active EE | $2,838 | $2,438+16.4% | $3,929-27.8% | $3,332-14.8% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |