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 | $197,616 | $222,882-11.3% | $182,153+8.5% | $198,609-0.5% |
| Participation rate | 14.3% | 67.8%-53.5pp | 65.7%-51.5pp | 82.4%-68.1pp |
| Annual return | 12.17% | 38.53%-26.4pp | 35.04%-22.9pp | 202.70%-190.5pp |
| Employer contribution / active EE | $2,555 | $2,741-6.8% | $2,593-1.5% | $5,055-49.5% |
| Participant deferral / active EE | $4,943 | $4,212+17.3% | $3,776+30.9% | $6,977-29.2% |
| Admin fee / account holder | $0 | $8,972-100.0% | $9,477-100.0% | $19,030-100.0% |