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 | $118,358 | $162,136-27.0% | $152,301-22.3% | $154,746-23.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 14.66% | 91.02%-76.4pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $5,100 | $4,890+4.3% | $4,624+10.3% | $4,379+16.5% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $150 | $15,759-99.0% | $14,398-99.0% | $14,365-99.0% |