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 | $229,286 | $100,970+127.1% | $96,576+137.4% | $137,256+67.0% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 19.86% | 38.16%-18.3pp | 38.47%-18.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,429 | $3,809-36.2% | $3,553-31.6% | $4,156-41.5% |
| Participant deferral / active EE | $8,075 | $8,286-2.6% | $7,956+1.5% | $6,407+26.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |