Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $160,402 | $185,312-13.4% | $161,489-0.7% | $154,746+3.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 110.13% | 103.84%+6.3pp | 89.72%+20.4pp | 172.34%-62.2pp |
| Employer contribution / active EE | $2,500 | $4,769-47.6% | $4,268-41.4% | $4,379-42.9% |
| Participant deferral / active EE | $11,700 | $6,350+84.3% | $5,630+107.8% | $6,730+73.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |