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 | $172,580 | $198,462-13.0% | $170,439+1.3% | $147,585+16.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 24.90% | 257.30%-232.4pp | 205.94%-181.0pp | 578.58%-553.7pp |
| Employer contribution / active EE | $2,141 | $6,184-65.4% | $5,433-60.6% | $4,876-56.1% |
| Participant deferral / active EE | $8,270 | $5,629+46.9% | $4,939+67.4% | $5,439+52.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |