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 | $151,427+30.5% | $112,860+75.1% | $154,746+27.7% |
| Participation rate | 14.3% | 69.1%-54.8pp | 66.3%-52.0pp | 80.7%-66.4pp |
| Annual return | 12.17% | 30.95%-18.8pp | 35.26%-23.1pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,555 | $2,750-7.1% | $2,206+15.8% | $4,379-41.7% |
| Participant deferral / active EE | $4,943 | $4,285+15.4% | $3,493+41.5% | $6,730-26.6% |
| Admin fee / account holder | $0 | $7,369-100.0% | $6,841-100.0% | $14,365-100.0% |