Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $81,127 | $60,349+34.4% | $74,184+9.4% | $62,881+29.0% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 8.41% | 21.38%-13.0pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,690 | $1,680+0.6% | $2,370-28.7% | $2,281-25.9% |
| Participant deferral / active EE | $2,907 | $2,856+1.8% | $3,550-18.1% | $3,203-9.2% |
| Admin fee / account holder | $4 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |