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 | $106,486 | $165,399-35.6% | $149,745-28.9% | $158,982-33.0% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 20.16% | 348.34%-328.2pp | 276.72%-256.6pp | 302.99%-282.8pp |
| Employer contribution / active EE | $6,402 | $5,105+25.4% | $4,646+37.8% | $4,763+34.4% |
| Participant deferral / active EE | $7,062 | $7,183-1.7% | $6,843+3.2% | $5,983+18.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |