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 | $237,013 | $148,629+59.5% | $135,982+74.3% | $139,487+69.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 14.50% | 79.33%-64.8pp | 68.32%-53.8pp | 373.84%-359.3pp |
| Employer contribution / active EE | $1,392 | $5,247-73.5% | $4,859-71.4% | $4,755-70.7% |
| Participant deferral / active EE | $14,653 | $8,102+80.9% | $7,760+88.8% | $6,713+118.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |