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 | $101,280 | $166,089-39.0% | $164,928-38.6% | $145,978-30.6% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 10.63% | 100.26%-89.6pp | 70.08%-59.4pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,445 | $5,276-72.6% | $4,343-66.7% | $4,662-69.0% |
| Participant deferral / active EE | $7,086 | $6,961+1.8% | $6,034+17.4% | $6,690+5.9% |
| Admin fee / account holder | $163 | $16,641-99.0% | $12,684-98.7% | $13,400-98.8% |