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 | $210,540 | $165,399+27.3% | $149,745+40.6% | $158,982+32.4% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 11.35% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.6pp |
| Employer contribution / active EE | $1,849 | $5,105-63.8% | $4,646-60.2% | $4,763-61.2% |
| Participant deferral / active EE | $5,836 | $7,183-18.7% | $6,843-14.7% | $5,983-2.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |