Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $222,322 | $213,785+4.0% | $185,441+19.9% | $155,188+43.3% |
| Participation rate | 14.3% | 83.2%-68.9pp | 80.3%-66.0pp | 80.8%-66.5pp |
| Annual return | 21.65% | 19.97%+1.7pp | 20.16%+1.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,419 | $5,393-73.7% | $4,672-69.6% | $4,248-66.6% |
| Participant deferral / active EE | $2,277 | $6,864-66.8% | $6,152-63.0% | $6,531-65.1% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |