Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $182,057 | $185,312-1.8% | $161,489+12.7% | $154,746+17.6% |
| Participation rate | 15.4% | 82.5%-67.1pp | 78.7%-63.3pp | 80.7%-65.3pp |
| Annual return | 24.16% | 103.84%-79.7pp | 89.72%-65.6pp | 172.34%-148.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,154 | $6,350+12.7% | $5,630+27.1% | $6,730+6.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |