Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $158,357 | $174,379-9.2% | $152,093+4.1% | $138,895+14.0% |
| Participation rate | 7.7% | 81.6%-73.9pp | 77.8%-70.1pp | 79.9%-72.2pp |
| Annual return | 16.58% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |