Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $179,913 | $183,592-2.0% | $155,574+15.6% | $145,877+23.3% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 9.14% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,117 | $5,317-79.0% | $4,676-76.1% | $4,663-76.1% |
| Participant deferral / active EE | $8,087 | $6,466+25.1% | $5,629+43.7% | $6,691+20.9% |
| Admin fee / account holder | $37 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |