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 | $157,183 | $211,105-25.5% | $178,449-11.9% | $145,978+7.7% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 12.46% | 30.19%-17.7pp | 27.09%-14.6pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,398 | $4,569-47.5% | $3,951-39.3% | $4,662-48.6% |
| Participant deferral / active EE | $11,090 | $6,959+59.4% | $6,277+76.7% | $6,690+65.8% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |