Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $144,629 | $100,970+43.2% | $96,576+49.8% | $137,256+5.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 24.62% | 38.16%-13.5pp | 38.47%-13.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,020 | $3,809-47.0% | $3,553-43.1% | $4,156-51.4% |
| Participant deferral / active EE | $11,750 | $8,286+41.8% | $7,956+47.7% | $6,407+83.4% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |