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 | $170,456 | $148,629+14.7% | $135,982+25.4% | $139,487+22.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 15.38% | 79.33%-64.0pp | 68.32%-52.9pp | 373.84%-358.5pp |
| Employer contribution / active EE | $3,893 | $5,247-25.8% | $4,859-19.9% | $4,755-18.1% |
| Participant deferral / active EE | $15,289 | $8,102+88.7% | $7,760+97.0% | $6,713+127.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |