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 | $152,394+29.7% | $124,067+59.3% | $155,188+27.3% |
| Participation rate | 14.3% | 68.8%-54.6pp | 66.9%-52.6pp | 80.8%-66.5pp |
| Annual return | 12.17% | 34.93%-22.8pp | 31.06%-18.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,555 | $2,398+6.6% | $2,166+18.0% | $4,248-39.9% |
| Participant deferral / active EE | $4,943 | $3,823+29.3% | $3,463+42.7% | $6,531-24.3% |
| Admin fee / account holder | $0 | $6,949-100.0% | $7,351-100.0% | $14,480-100.0% |