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 | $155,188 | $209,336-25.9% | $197,124-21.3% | $137,256+13.1% |
| Participation rate | 42.9% | 87.3%-44.4pp | 86.7%-43.9pp | 80.0%-37.1pp |
| Annual return | 17.75% | 48.09%-30.3pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $9,338 | $6,591+41.7% | $6,227+50.0% | $4,156+124.7% |
| Participant deferral / active EE | $5,527 | $9,614-42.5% | $9,135-39.5% | $6,407-13.7% |
| Admin fee / account holder | $236 | $17,308-98.6% | $16,298-98.6% | $12,270-98.1% |