Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $141,769 | $211,224-32.9% | $178,505-20.6% | $145,897-2.8% |
| Participation rate | 54.5% | 80.8%-26.3pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 14.65% | 30.28%-15.6pp | 27.16%-12.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $9,020 | $4,577+97.1% | $3,955+128.0% | $4,663+93.4% |
| Participant deferral / active EE | $7,702 | $6,966+10.6% | $6,280+22.6% | $6,689+15.1% |
| Admin fee / account holder | $67 | $12,109-99.4% | $10,428-99.4% | $13,390-99.5% |