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 | $217,048 | $138,312+56.9% | $122,979+76.5% | $155,188+39.9% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 20.01% | 22.06%-2.1pp | 20.12%-0.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $1,206 | $3,530-65.8% | $3,062-60.6% | $4,248-71.6% |
| Participant deferral / active EE | $7,699 | $5,592+37.7% | $5,003+53.9% | $6,531+17.9% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |