Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $172,149 | $107,666+59.9% | $102,184+68.5% | $154,746+11.2% |
| Participation rate | 26.7% | 83.7%-57.1pp | 82.6%-55.9pp | 80.7%-54.0pp |
| Annual return | 14.62% | 29.33%-14.7pp | 31.58%-17.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,899 | $8,719-32.3% | $8,309-29.0% | $6,730-12.4% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |