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 | $156,721 | $140,592+11.5% | $123,105+27.3% | $125,389+25.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -3.38% | 16.80%-20.2pp | 13.22%-16.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,889 | $6,041-52.2% | $5,151-43.9% | $4,866-40.6% |
| Participant deferral / active EE | $6,300 | $6,980-9.7% | $6,229+1.1% | $5,352+17.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |