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 | $275,752-43.7% | $256,809-39.6% | $198,609-21.9% |
| Participation rate | 42.9% | 89.2%-46.3pp | 88.5%-45.7pp | 82.4%-39.5pp |
| Annual return | 17.75% | 34.81%-17.1pp | 32.73%-15.0pp | 202.70%-185.0pp |
| Employer contribution / active EE | $9,338 | $7,721+20.9% | $7,263+28.6% | $5,055+84.7% |
| Participant deferral / active EE | $5,527 | $10,037-44.9% | $9,520-41.9% | $6,977-20.8% |
| Admin fee / account holder | $236 | $25,716-99.1% | $25,146-99.1% | $19,030-98.8% |