Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $231,476 | $154,228+50.1% | $145,433+59.2% | $137,256+68.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.87% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $16,165 | $4,804+236.5% | $4,554+254.9% | $4,156+289.0% |
| Participant deferral / active EE | $12,065 | $8,216+46.8% | $7,897+52.8% | $6,407+88.3% |
| Admin fee / account holder | $145 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |