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 | $126,329 | $172,111-26.6% | $150,298-15.9% | $137,256-8.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 14.14% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,918 | $4,636-37.1% | $4,154-29.8% | $4,156-29.8% |
| Participant deferral / active EE | $11,164 | $6,166+81.1% | $5,453+104.7% | $6,407+74.3% |
| Admin fee / account holder | $131 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |