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 | $38,383 | $154,228-75.1% | $145,433-73.6% | $137,256-72.0% |
| Participation rate | 58.8% | 83.8%-25.0pp | 82.1%-23.3pp | 80.0%-21.1pp |
| Annual return | 14.94% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,504 | $4,804-6.2% | $4,554-1.1% | $4,156+8.4% |
| Participant deferral / active EE | $2,998 | $8,216-63.5% | $7,897-62.0% | $6,407-53.2% |
| Admin fee / account holder | $259 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |