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 | $66,270 | $154,228-57.0% | $145,433-54.4% | $137,256-51.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 21.43% | 74.59%-53.2pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,308 | $4,804-51.9% | $4,554-49.3% | $4,156-44.5% |
| Participant deferral / active EE | $6,999 | $8,216-14.8% | $7,897-11.4% | $6,407+9.2% |
| Admin fee / account holder | $135 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |