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 | $132,447 | $154,228-14.1% | $145,433-8.9% | $137,256-3.5% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 80.0%-27.6pp |
| Annual return | 16.48% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,805 | $4,804-62.4% | $4,554-60.4% | $4,156-56.6% |
| Participant deferral / active EE | $6,723 | $8,216-18.2% | $7,897-14.9% | $6,407+4.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |