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 | $195,166 | $87,166+123.9% | $76,735+154.3% | $137,256+42.2% |
| Participation rate | 46.2% | 74.4%-28.2pp | 69.5%-23.3pp | 80.0%-33.8pp |
| Annual return | 15.58% | 26.50%-10.9pp | 29.77%-14.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,883 | $2,904+102.6% | $2,454+139.7% | $4,156+41.6% |
| Participant deferral / active EE | $5,349 | $4,726+13.2% | $4,088+30.8% | $6,407-16.5% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |