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 | $158,047 | $148,623+6.3% | $135,974+16.2% | $139,466+13.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.52% | 79.30%-60.8pp | 68.30%-49.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,657 | $5,246-49.4% | $4,859-45.3% | $4,754-44.1% |
| Participant deferral / active EE | $8,773 | $8,103+8.3% | $7,760+13.0% | $6,712+30.7% |
| Admin fee / account holder | $107 | $12,406-99.1% | $10,767-99.0% | $11,409-99.1% |