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 | $184,195 | $77,814+136.7% | $158,223+16.4% | $86,983+111.8% |
| Participation rate | 40.7% | 68.4%-27.7pp | 79.2%-38.5pp | 69.5%-28.8pp |
| Annual return | 18.05% | 30.54%-12.5pp | 52.09%-34.0pp | 25.83%-7.8pp |
| Employer contribution / active EE | $1,598 | $2,592-38.3% | $4,109-61.1% | $2,584-38.2% |
| Participant deferral / active EE | $3,618 | $3,270+10.7% | $5,467-33.8% | $4,194-13.7% |
| Admin fee / account holder | $276 | $5,879-95.3% | $16,047-98.3% | $7,856-96.5% |