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 | $112,746 | $111,787+0.9% | $93,681+20.4% | $145,978-22.8% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 13.60% | 203.52%-189.9pp | 133.47%-119.9pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,498 | $3,093+13.1% | $2,422+44.4% | $4,662-25.0% |
| Participant deferral / active EE | $11,139 | $4,918+126.5% | $4,415+152.3% | $6,690+66.5% |
| Admin fee / account holder | $235 | $10,256-97.7% | $8,290-97.2% | $13,400-98.3% |