Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $120,754 | $99,053+21.9% | $88,179+36.9% | $138,895-13.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 22.81% | 78.17%-55.4pp | 64.97%-42.2pp | 145.39%-122.6pp |
| Employer contribution / active EE | $2,468 | $2,882-14.4% | $2,549-3.2% | $4,194-41.2% |
| Participant deferral / active EE | $9,281 | $5,225+77.6% | $4,614+101.2% | $6,396+45.1% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |