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 | $102,261 | $154,228-33.7% | $145,433-29.7% | $137,256-25.5% |
| Participation rate | 45.8% | 83.8%-38.0pp | 82.1%-36.3pp | 80.0%-34.1pp |
| Annual return | 16.31% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,613 | $4,804-66.4% | $4,554-64.6% | $4,156-61.2% |
| Participant deferral / active EE | $2,438 | $8,216-70.3% | $7,897-69.1% | $6,407-62.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |