Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $88,208 | $172,111-48.7% | $150,298-41.3% | $137,256-35.7% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 58.73% | 69.37%-10.6pp | 62.79%-4.1pp | 220.34%-161.6pp |
| Employer contribution / active EE | $2,713 | $4,636-41.5% | $4,154-34.7% | $4,156-34.7% |
| Participant deferral / active EE | $7,007 | $6,166+13.6% | $5,453+28.5% | $6,407+9.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |