Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $230,295 | $178,174+29.3% | $156,181+47.5% | $137,256+67.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 16.01% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,348 | $4,972-52.8% | $4,294-45.3% | $4,156-43.5% |
| Participant deferral / active EE | $7,648 | $6,888+11.0% | $6,132+24.7% | $6,407+19.4% |
| Admin fee / account holder | $264 | $17,404-98.5% | $14,586-98.2% | $12,270-97.9% |