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 | $85,991 | $165,361-48.0% | $149,715-42.6% | $158,950-45.9% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 15.79% | 348.24%-332.4pp | 276.66%-260.9pp | 302.91%-287.1pp |
| Employer contribution / active EE | $2,293 | $5,103-55.1% | $4,645-50.6% | $4,762-51.8% |
| Participant deferral / active EE | $3,505 | $7,182-51.2% | $6,842-48.8% | $5,983-41.4% |
| Admin fee / account holder | $41 | $10,808-99.6% | $9,310-99.6% | $11,248-99.6% |