Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $140,173 | $147,556-5.0% | $129,031+8.6% | $198,609-29.4% |
| Participation rate | 0.0% | 77.2%-77.2pp | 73.4%-73.4pp | 82.4%-82.4pp |
| Annual return | 12.43% | 37.41%-25.0pp | 34.67%-22.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $9,348 | $3,645+156.5% | $3,226+189.8% | $5,055+84.9% |
| Participant deferral / active EE | $6,074 | $5,760+5.5% | $5,217+16.4% | $6,977-12.9% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |