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 | $72,970 | $185,312-60.6% | $161,489-54.8% | $154,746-52.8% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 18.83% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,787 | $4,769-62.5% | $4,268-58.1% | $4,379-59.2% |
| Participant deferral / active EE | $3,741 | $6,350-41.1% | $5,630-33.6% | $6,730-44.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |