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 | $136,093 | $199,109-31.6% | $173,730-21.7% | $154,746-12.1% |
| Participation rate | 46.7% | 82.8%-36.1pp | 79.6%-32.9pp | 80.7%-34.0pp |
| Annual return | 19.14% | 20.02%-0.9pp | 19.96%-0.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,365 | $5,311-55.5% | $4,577-48.3% | $4,379-46.0% |
| Participant deferral / active EE | $4,109 | $7,113-42.2% | $6,326-35.0% | $6,730-38.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |